ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 233 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $75,470 | +11.3% | 1,000 | 0.0% | 0.11% | +5.8% |
| Q4 2023 | $67,810 | +13.7% | 1,000 | 0.0% | 0.10% | +6.2% |
| Q3 2023 | $59,650 | -4.3% | 1,000 | 0.0% | 0.10% | +4.3% |
| Q2 2023 | $62,340 | +12.6% | 1,000 | 0.0% | 0.09% | +5.7% |
| Q1 2023 | $55,350 | +4.3% | 1,000 | -8.3% | 0.09% | +4.8% |
| Q4 2022 | $53,061 | +0.1% | 1,090 | 0.0% | 0.08% | -10.6% |
| Q3 2022 | $53,000 | -3.6% | 1,090 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $55,000 | -22.5% | 1,090 | 0.0% | 0.09% | -8.7% |
| Q1 2022 | $71,000 | -9.0% | 1,090 | 0.0% | 0.10% | -4.6% |
| Q4 2021 | $78,000 | – | 1,090 | – | 0.11% | – |
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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% |