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 ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |