ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $554,805 | -4.5% | 9,301 | -0.2% | 0.12% | +12.5% |
| Q2 2023 | $580,710 | +12.6% | 9,315 | 0.0% | 0.10% | +2.0% |
| Q1 2023 | $515,667 | +13.7% | 9,315 | 0.0% | 0.10% | +1.0% |
| Q4 2022 | $453,454 | +0.8% | 9,315 | 0.0% | 0.10% | -10.6% |
| Q3 2022 | $450,000 | -3.6% | 9,315 | 0.0% | 0.11% | +4.6% |
| Q2 2022 | $467,000 | -22.8% | 9,315 | 0.0% | 0.11% | -2.7% |
| Q1 2022 | $605,000 | -10.0% | 9,315 | -0.4% | 0.11% | -45.3% |
| Q4 2021 | $672,000 | -45.2% | 9,355 | -50.0% | 0.20% | -71.0% |
| Q3 2021 | $1,226,000 | +102.3% | 18,710 | +100.0% | 0.70% | +393.7% |
| Q2 2021 | $606,000 | +12.2% | 9,355 | +400.0% | 0.14% | -15.0% |
| Q1 2021 | $540,000 | +77.6% | 1,871 | +78.2% | 0.17% | +87.6% |
| Q4 2020 | $304,000 | +7.4% | 1,050 | -0.7% | 0.09% | +20.3% |
| Q3 2020 | $283,000 | -11.3% | 1,057 | -38.3% | 0.07% | -63.4% |
| Q3 2018 | $319,000 | +6.7% | 1,714 | 0.0% | 0.20% | -14.4% |
| Q2 2018 | $299,000 | +0.7% | 1,714 | -5.5% | 0.24% | +4.4% |
| Q1 2018 | $297,000 | +4.6% | 1,814 | -0.2% | 0.23% | -3.8% |
| Q4 2017 | $284,000 | – | 1,817 | – | 0.24% | – |
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% |