ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $351,000 | -99.9% | 7,202 | -4.1% | 0.01% | -14.3% |
| Q3 2022 | $362,000,000 | +111628.4% | 7,510 | +16.1% | 0.01% | +16.7% |
| Q2 2022 | $324,000 | -22.9% | 6,467 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $420,000 | -99.9% | 6,467 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $464,000,000 | +81878.8% | 6,467 | -25.2% | 0.01% | -27.3% |
| Q3 2021 | $566,000 | +1.1% | 8,640 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $560,000 | +12.0% | 8,640 | +398.6% | 0.01% | 0.0% |
| Q1 2021 | $500,000 | -7.1% | 1,733 | -6.6% | 0.01% | -20.0% |
| Q4 2020 | $538,000 | +8.5% | 1,856 | 0.0% | 0.02% | -11.8% |
| Q3 2020 | $496,000 | +14.0% | 1,856 | 0.0% | 0.02% | +6.2% |
| Q2 2020 | $435,000 | +20.2% | 1,856 | +7.7% | 0.02% | +6.7% |
| Q4 2019 | $362,000 | +12.1% | 1,724 | +2.3% | 0.02% | 0.0% |
| Q3 2019 | $323,000 | -6.4% | 1,685 | -9.7% | 0.02% | -21.1% |
| Q1 2019 | $345,000 | – | 1,865 | – | 0.02% | – |
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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% |