ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 214 filers reported holding ISHARES TR in Q2 2023. 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 | 774,478 | $48,282,037 | 15.50% |
FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |