ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 164 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,579 | -4.3% | 8,174 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $509,580 | +12.6% | 8,174 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $452,500 | +13.7% | 8,174 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $397,910 | +1.0% | 8,174 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $394,000 | -39.8% | 8,174 | -37.4% | 0.00% | -25.0% |
| Q2 2022 | $654,000 | -33.0% | 13,056 | -13.0% | 0.00% | -20.0% |
| Q1 2022 | $976,000 | -36.7% | 15,013 | -30.1% | 0.01% | -37.5% |
| Q4 2021 | $1,543,000 | -18.3% | 21,485 | -26.3% | 0.01% | -27.3% |
| Q2 2021 | $1,888,000 | +12.2% | 29,155 | +400.0% | 0.01% | 0.0% |
| Q1 2021 | $1,682,000 | -0.5% | 5,831 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,690,000 | +8.3% | 5,831 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $1,560,000 | +2.0% | 5,831 | -10.6% | 0.01% | -7.7% |
| Q2 2020 | $1,529,000 | +26.3% | 6,519 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,211,000 | – | 6,519 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |