ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $424,406 | -44.2% | 7,100 | -41.8% | 0.16% | -43.7% |
| Q2 2023 | $760,167 | +18.0% | 12,194 | +4.8% | 0.29% | +22.2% |
| Q1 2023 | $644,264 | +0.2% | 11,638 | -11.9% | 0.23% | +3.5% |
| Q4 2022 | $643,051 | -99.9% | 13,209 | +1.0% | 0.23% | -4.6% |
| Q3 2022 | $631,088,000 | +104212.1% | 13,076 | +8.2% | 0.24% | +5.8% |
| Q2 2022 | $605,000 | -38.9% | 12,081 | -20.7% | 0.22% | -28.0% |
| Q1 2022 | $990,000 | -16.6% | 15,233 | -7.9% | 0.31% | -14.6% |
| Q4 2021 | $1,187,000 | +33.4% | 16,533 | +21.7% | 0.36% | +23.0% |
| Q3 2021 | $890,000 | – | 13,580 | – | 0.30% | – |
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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% |