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 | $2,438,262 | -1.5% | 40,876 | +2.9% | 0.24% | +0.8% |
| Q2 2023 | $2,475,523 | +19.1% | 39,709 | +5.8% | 0.24% | +11.5% |
| Q1 2023 | $2,077,982 | +31.2% | 37,536 | +15.4% | 0.22% | +22.5% |
| Q4 2022 | $1,583,911 | +13.8% | 32,537 | +12.8% | 0.18% | -11.4% |
| Q3 2022 | $1,392,000 | -0.1% | 28,841 | +3.6% | 0.20% | +7.5% |
| Q2 2022 | $1,394,000 | -25.7% | 27,830 | -3.6% | 0.19% | -16.9% |
| Q1 2022 | $1,876,000 | -23.6% | 28,859 | -15.6% | 0.22% | -30.3% |
| Q4 2021 | $2,457,000 | +18.4% | 34,205 | +8.0% | 0.32% | +2.5% |
| Q3 2021 | $2,076,000 | – | 31,675 | – | 0.32% | – |
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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% |