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 | $253,513 | -4.3% | 4,250 | 0.0% | 0.08% | -6.7% |
| Q2 2023 | $264,951 | +12.6% | 4,250 | 0.0% | 0.09% | +2.3% |
| Q1 2023 | $235,275 | +13.7% | 4,250 | 0.0% | 0.09% | +19.2% |
| Q4 2022 | $206,890 | +0.9% | 4,250 | 0.0% | 0.07% | -5.2% |
| Q3 2022 | $205,000 | -3.8% | 4,250 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $213,000 | -22.8% | 4,250 | 0.0% | 0.08% | -12.4% |
| Q1 2022 | $276,000 | -9.5% | 4,250 | 0.0% | 0.09% | -13.6% |
| Q4 2021 | $305,000 | +9.3% | 4,250 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $279,000 | +1.5% | 4,250 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $275,000 | +12.2% | 4,250 | +400.0% | 0.10% | +9.6% |
| Q1 2021 | $245,000 | -0.4% | 850 | 0.0% | 0.09% | -2.1% |
| Q4 2020 | $246,000 | +8.4% | 850 | 0.0% | 0.10% | +9.1% |
| Q3 2020 | $227,000 | +39.3% | 850 | 0.0% | 0.09% | +33.3% |
| Q3 2019 | $163,000 | – | 850 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 823,195 | $40,073 | 13.36% |
| Aspire Wealth Management Corp | 104,068 | $5,066,051 | 4.41% |
| FAS Wealth Partners, Inc. | 692,043 | $33,688,662 | 3.82% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 168,535 | $8,204,304 | 3.44% |
| Ipsen Advisor Group LLC | 57,652 | $2,806,512 | 3.24% |
| Equitable Holdings, Inc. | 3,438,738 | $167,397,766 | 2.91% |
| Sunburst Financial Group, LLC | 144,396 | $7,029,197 | 2.80% |
| Dentgroup LLC | 60,829 | $2,961,138 | 2.56% |
| Madison Wealth Partners, Inc | 35,768 | $1,741,210 | 1.02% |
| Brand Asset Management Group, Inc. | 38,135 | $1,856,426 | 0.94% |