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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $744,000 | -30.1% | 5,084 | -33.4% | 0.01% | -30.0% |
| Q2 2017 | $1,064,000 | -12.5% | 7,638 | -17.3% | 0.01% | -9.1% |
| Q1 2017 | $1,216,000 | +8.8% | 9,238 | 0.0% | 0.01% | +22.2% |
| Q4 2016 | $1,118,000 | -7.8% | 9,238 | -7.0% | 0.01% | -30.8% |
| Q3 2016 | $1,212,000 | +12.0% | 9,938 | +7.6% | 0.01% | +62.5% |
| Q2 2016 | $1,082,000 | -46.2% | 9,238 | -45.8% | 0.01% | -46.7% |
| Q1 2016 | $2,013,000 | -5.7% | 17,038 | -3.9% | 0.02% | 0.0% |
| Q4 2015 | $2,134,000 | -36.7% | 17,738 | -41.1% | 0.02% | -25.0% |
| Q3 2015 | $3,370,000 | +153.0% | 30,100 | +168.2% | 0.02% | +122.2% |
| Q2 2015 | $1,332,000 | -1.0% | 11,221 | -1.4% | 0.01% | +12.5% |
| Q1 2015 | $1,346,000 | +2.7% | 11,385 | -1.7% | 0.01% | +33.3% |
| Q4 2014 | $1,311,000 | -66.7% | 11,585 | -68.0% | 0.01% | -73.9% |
| Q3 2014 | $3,936,000 | -51.5% | 36,170 | -52.5% | 0.02% | -51.1% |
| Q2 2014 | $8,114,000 | +32.5% | 76,078 | +23.7% | 0.05% | +74.1% |
| Q1 2014 | $6,125,000 | -2.3% | 61,487 | -2.2% | 0.03% | +3.8% |
| Q4 2013 | $6,269,000 | +30.2% | 62,875 | +17.1% | 0.03% | +30.0% |
| Q3 2013 | $4,816,000 | +1264.3% | 53,700 | +1148.8% | 0.02% | +900.0% |
| Q2 2013 | $353,000 | – | 4,300 | – | 0.00% | – |
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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% |