ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,709 | +6.8% | 62,175 | +11.6% | 1.30% | +8.8% |
| Q2 2023 | $3,472 | +22.6% | 55,700 | +8.9% | 1.20% | +17.8% |
| Q1 2023 | $2,832 | +69.2% | 51,165 | +48.8% | 1.02% | +59.7% |
| Q4 2022 | $1,674 | -99.9% | 34,395 | +45.4% | 0.64% | +34.7% |
| Q3 2022 | $1,141,000 | +23.6% | 23,651 | +28.3% | 0.47% | +29.6% |
| Q2 2022 | $923,000 | -4.2% | 18,435 | +24.4% | 0.36% | +11.6% |
| Q1 2022 | $963,000 | +82.7% | 14,823 | +102.1% | 0.33% | +86.9% |
| Q4 2021 | $527,000 | +110.0% | 7,336 | +91.4% | 0.18% | +98.9% |
| Q3 2021 | $251,000 | – | 3,833 | – | 0.09% | – |
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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% |