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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $105,000 | +9.4% | 500 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $96,000 | 0.0% | 500 | 0.0% | 0.02% | +4.8% |
| Q2 2019 | $96,000 | +5.5% | 500 | 0.0% | 0.02% | +5.0% |
| Q1 2019 | $91,000 | +15.2% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $79,000 | -15.1% | 500 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $93,000 | +6.9% | 500 | 0.0% | 0.02% | +5.3% |
| Q2 2018 | $87,000 | +6.1% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $82,000 | +5.1% | 500 | 0.0% | 0.02% | +11.8% |
| Q4 2017 | $78,000 | +6.8% | 500 | 0.0% | 0.02% | +6.2% |
| Q3 2017 | $73,000 | +4.3% | 500 | 0.0% | 0.02% | +14.3% |
| Q2 2017 | $70,000 | +6.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $66,000 | +8.2% | 500 | 0.0% | 0.01% | +16.7% |
| Q4 2016 | $61,000 | 0.0% | 500 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $61,000 | +3.4% | 500 | 0.0% | 0.01% | +8.3% |
| Q2 2016 | $59,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $59,000 | -1.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $60,000 | – | 500 | – | 0.01% | – |
Download | ||||||
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% |