ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. 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 ↓ |
---|---|---|---|
Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
White Pine Investment CO | 62,175 | $3,709 | 1.30% |