ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,297 | +8.6% | 65,070 | +0.7% | 1.56% | +8.1% |
| Q1 2024 | $4,877 | +12.1% | 64,610 | +0.7% | 1.44% | +2.6% |
| Q4 2023 | $4,350 | +17.3% | 64,147 | +3.2% | 1.40% | +7.7% |
| 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 ↓ |
|---|---|---|---|
| Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
| Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
| FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
| Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
| Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
| Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
| Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
| DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
| Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |