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 | $598,647 | +191.5% | 10,036 | +204.7% | 0.08% | +203.8% |
Q2 2023 | $205,353 | +12.6% | 3,294 | 0.0% | 0.03% | +4.0% |
Q1 2023 | $182,352 | +40694.6% | 3,294 | -64.1% | 0.02% | -62.1% |
Q4 2022 | $447 | -99.9% | 9,175 | -5.9% | 0.07% | -14.3% |
Q3 2022 | $471,000 | -3.5% | 9,750 | 0.0% | 0.08% | +1.3% |
Q2 2022 | $488,000 | – | 9,750 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
Surevest, LLC | 81,878 | $4,101,000 | 1.08% |