ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,439 | -91.5% | 2,560 | -93.7% | 0.02% | -93.1% |
| 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 ↓ |
|---|---|---|---|
| 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% |