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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $807,242 | -49.6% | 14,582 | -55.7% | 0.00% | – |
Q4 2022 | $1,601,913 | -44.3% | 32,907 | -44.8% | 0.00% | -100.0% |
Q3 2022 | $2,876,000 | -33.2% | 59,587 | -30.7% | 0.00% | 0.0% |
Q2 2022 | $4,306,000 | +153.9% | 85,956 | +1369.6% | 0.00% | – |
Q4 2020 | $1,696,000 | -54.6% | 5,849 | -58.2% | 0.00% | -100.0% |
Q3 2020 | $3,739,000 | -38.6% | 13,980 | -51.8% | 0.00% | -50.0% |
Q4 2019 | $6,089,000 | +9.7% | 29,000 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,552,000 | -0.2% | 29,000 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,564,000 | +3.8% | 29,000 | -1.1% | 0.00% | 0.0% |
Q1 2019 | $5,358,000 | +16.5% | 29,308 | +1.1% | 0.00% | +100.0% |
Q4 2018 | $4,598,000 | -14.7% | 29,003 | +0.0% | 0.00% | 0.0% |
Q3 2018 | $5,390,000 | -35.1% | 29,000 | -39.0% | 0.00% | -50.0% |
Q2 2018 | $8,307,000 | +6.6% | 47,557 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $7,793,000 | +6.7% | 47,557 | -4.7% | 0.00% | 0.0% |
Q3 2017 | $7,303,000 | +3.1% | 49,885 | -2.0% | 0.00% | 0.0% |
Q2 2017 | $7,085,000 | +5.2% | 50,886 | -0.5% | 0.00% | 0.0% |
Q1 2017 | $6,737,000 | +5.0% | 51,166 | -3.5% | 0.00% | 0.0% |
Q4 2016 | $6,418,000 | +6.1% | 53,030 | +6.9% | 0.00% | 0.0% |
Q3 2016 | $6,051,000 | +6.5% | 49,630 | +2.3% | 0.00% | 0.0% |
Q2 2016 | $5,680,000 | -1.3% | 48,518 | -0.4% | 0.00% | 0.0% |
Q1 2016 | $5,755,000 | +1.1% | 48,716 | +3.0% | 0.00% | 0.0% |
Q4 2015 | $5,692,000 | -79.3% | 47,316 | -80.8% | 0.00% | -77.8% |
Q3 2015 | $27,527,000 | -5.6% | 245,843 | -0.0% | 0.01% | 0.0% |
Q2 2015 | $29,174,000 | +2547.4% | 245,845 | +2537.5% | 0.01% | – |
Q1 2015 | $1,102,000 | +323.8% | 9,321 | +305.8% | 0.00% | – |
Q4 2014 | $260,000 | -35.0% | 2,297 | -37.6% | 0.00% | – |
Q3 2014 | $400,000 | +1.8% | 3,680 | -0.1% | 0.00% | – |
Q2 2014 | $393,000 | -1.8% | 3,682 | -8.4% | 0.00% | – |
Q1 2014 | $400,000 | +2.3% | 4,019 | +2.6% | 0.00% | – |
Q4 2013 | $391,000 | -6.2% | 3,918 | -22.8% | 0.00% | – |
Q2 2013 | $417,000 | +24.1% | 5,076 | +15.4% | 0.00% | – |
Q4 2012 | $336,000 | – | 4,397 | – | 0.00% | – |
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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% |