ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 218 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $995,644 | -88.2% | 12,230 | -89.1% | 0.00% | -100.0% |
| Q1 2024 | $8,446,514 | +1549.6% | 111,904 | +1382.2% | 0.00% | – |
| Q4 2023 | $512,041 | -36.6% | 7,550 | -48.2% | 0.00% | – |
| Q1 2023 | $807,242 | -49.6% | 14,582 | -55.7% | 0.00% | – |
| Q4 2022 | $1,601,913 | +55599.3% | 32,907 | -44.8% | 0.00% | -100.0% |
| Q3 2022 | $2,876 | -33.2% | 59,587 | -30.7% | 0.00% | 0.0% |
| Q2 2022 | $4,306 | -99.7% | 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
| Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
| FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
| Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
| Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
| Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
| Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
| DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
| Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |