ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $733,334 | +11.0% | 12,055 | -1.1% | 0.35% | +5.2% |
| Q1 2023 | $660,433 | +5.7% | 12,193 | -0.5% | 0.33% | +1.9% |
| Q4 2022 | $624,993 | -8.2% | 12,260 | -14.4% | 0.32% | -25.4% |
| Q3 2022 | $681,000 | -9.3% | 14,322 | -1.4% | 0.43% | +3.8% |
| Q2 2022 | $751,000 | -28.1% | 14,526 | -9.6% | 0.42% | -13.8% |
| Q1 2022 | $1,045,000 | -15.2% | 16,074 | -6.3% | 0.48% | -11.0% |
| Q4 2021 | $1,232,000 | +4.4% | 17,148 | +0.1% | 0.54% | -1.3% |
| Q3 2021 | $1,180,000 | +15.5% | 17,135 | +8.6% | 0.55% | +10.9% |
| Q2 2021 | $1,022,000 | +4.7% | 15,783 | +402.3% | 0.50% | +1.8% |
| Q1 2021 | $976,000 | +10.0% | 3,142 | -5.2% | 0.49% | -15.9% |
| Q3 2020 | $887,000 | +51.1% | 3,316 | +32.5% | 0.58% | +38.4% |
| Q2 2020 | $587,000 | +150.9% | 2,503 | +98.3% | 0.42% | +103.4% |
| Q1 2020 | $234,000 | -12.7% | 1,262 | -1.0% | 0.21% | +16.4% |
| Q4 2019 | $268,000 | -33.3% | 1,275 | -39.2% | 0.18% | -36.3% |
| Q3 2019 | $402,000 | -1.5% | 2,097 | -1.4% | 0.28% | +1.5% |
| Q2 2019 | $408,000 | +20.0% | 2,127 | +14.4% | 0.27% | +15.1% |
| Q1 2019 | $340,000 | – | 1,860 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |