ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,692 | -16.8% | 1,319 | -13.1% | 0.01% | -18.2% |
| Q2 2023 | $94,617 | +29.3% | 1,518 | +14.8% | 0.01% | +10.0% |
| Q1 2023 | $73,168 | +13.9% | 1,322 | +0.2% | 0.01% | +11.1% |
| Q4 2022 | $64,262 | +0.4% | 1,320 | +0.2% | 0.01% | -10.0% |
| Q3 2022 | $64,000 | -3.0% | 1,318 | +0.1% | 0.01% | -9.1% |
| Q2 2022 | $66,000 | -23.3% | 1,317 | +0.1% | 0.01% | -15.4% |
| Q1 2022 | $86,000 | -8.5% | 1,316 | +0.1% | 0.01% | -7.1% |
| Q4 2021 | $94,000 | +9.3% | 1,315 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $86,000 | -28.9% | 1,314 | -29.6% | 0.01% | -33.3% |
| Q2 2021 | $121,000 | +12.0% | 1,866 | +400.3% | 0.02% | 0.0% |
| Q1 2021 | $108,000 | 0.0% | 373 | 0.0% | 0.02% | -8.7% |
| Q4 2020 | $108,000 | +8.0% | 373 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $100,000 | +14.9% | 373 | +0.3% | 0.02% | -3.8% |
| Q2 2020 | $87,000 | – | 372 | – | 0.03% | – |
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% |