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 | $36,628,778 | -14.9% | 614,062 | -28.5% | 1.06% | -68.3% |
| Q2 2022 | $43,021,000 | -23.7% | 858,882 | -1.0% | 3.35% | -12.4% |
| Q1 2022 | $56,391,000 | -8.2% | 867,548 | +1.4% | 3.83% | -8.4% |
| Q4 2021 | $61,420,000 | +10.0% | 855,188 | +0.4% | 4.18% | +0.3% |
| Q3 2021 | $55,820,000 | +2.9% | 851,560 | +1.7% | 4.16% | -0.2% |
| Q2 2021 | $54,240,000 | +15.6% | 837,559 | +415.0% | 4.17% | +6.8% |
| Q1 2021 | $46,917,000 | +2.6% | 162,642 | +3.1% | 3.91% | -6.0% |
| Q4 2020 | $45,708,000 | +7.3% | 157,680 | -1.0% | 4.16% | -9.0% |
| Q3 2020 | $42,605,000 | +37.0% | 159,301 | +20.1% | 4.57% | +27.0% |
| Q2 2020 | $31,091,000 | +38.7% | 132,594 | +9.8% | 3.60% | +10.1% |
| Q1 2020 | $22,424,000 | -10.2% | 120,721 | +1.5% | 3.26% | +7.8% |
| Q4 2019 | $24,967,000 | +10.5% | 118,913 | +0.8% | 3.03% | +0.2% |
| Q3 2019 | $22,587,000 | +10.6% | 117,977 | +10.9% | 3.02% | +11.2% |
| Q2 2019 | $20,416,000 | +6.3% | 106,419 | +1.3% | 2.72% | +2.6% |
| Q1 2019 | $19,208,000 | +15.7% | 105,058 | +0.3% | 2.65% | +2.5% |
| Q4 2018 | $16,598,000 | -14.4% | 104,698 | +0.4% | 2.58% | -2.8% |
| Q3 2018 | $19,391,000 | +16.2% | 104,329 | +9.2% | 2.66% | +11.7% |
| Q2 2018 | $16,693,000 | +7.9% | 95,564 | +1.2% | 2.38% | +6.2% |
| Q1 2018 | $15,469,000 | +27.5% | 94,405 | +21.7% | 2.24% | +36.3% |
| Q4 2017 | $12,137,000 | +36.8% | 77,560 | +28.0% | 1.64% | +42.4% |
| Q3 2017 | $8,869,000 | +7.9% | 60,585 | +2.6% | 1.16% | -3.8% |
| Q2 2017 | $8,222,000 | +5.2% | 59,050 | -0.6% | 1.20% | +5.7% |
| Q1 2017 | $7,819,000 | +1.2% | 59,381 | -7.0% | 1.14% | -9.1% |
| Q4 2016 | $7,728,000 | – | 63,854 | – | 1.25% | – |
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% |