Mariner, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mariner, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,324,995
+2.8%
72,501
+7.5%
0.01%
+9.1%
Q2 2023$4,206,089
+124303.7%
67,468
+10.5%
0.01%
+10.0%
Q1 2023$3,381
+7.7%
61,074
-5.3%
0.01%0.0%
Q4 2022$3,138
-99.7%
64,463
+207.7%
0.01%
+150.0%
Q3 2022$1,011,000
+11.3%
20,952
+15.6%
0.00%0.0%
Q2 2022$908,000
-27.8%
18,126
-6.3%
0.00%
-20.0%
Q1 2022$1,257,000
-2.1%
19,340
+8.2%
0.01%0.0%
Q4 2021$1,284,000
+14.4%
17,879
+4.5%
0.01%
-16.7%
Q3 2021$1,122,000
+29.0%
17,111
+27.3%
0.01%
+20.0%
Q2 2021$870,000
+69.9%
13,440
+403.9%
0.01%
-16.7%
Q2 2019$512,000
+4.9%
2,6670.0%0.01%
-14.3%
Q1 2019$488,000
+15.4%
2,6670.0%0.01%
-12.5%
Q4 2018$423,000
-14.7%
2,6670.0%0.01%
-38.5%
Q3 2018$496,000
+11.0%
2,667
+4.2%
0.01%0.0%
Q2 2018$447,000
+2.5%
2,559
-3.7%
0.01%
-18.8%
Q1 2018$436,000
+9.0%
2,658
+3.9%
0.02%
+6.7%
Q4 2017$400,0002,5590.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Clearstead Trust, LLC 774,478$48,282,03715.50%
FAS Wealth Partners, Inc. 708,369$44,160,7605.59%
Aspire Wealth Management Corp 100,649$6,274,6114.75%
Sanctuary Wealth Management, L.L.C. 63,860$3,981,1224.21%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 158,071$9,854,3823.40%
Sunburst Financial Group, LLC 145,103$9,045,9243.16%
Dentgroup LLC 64,972$4,050,4642.93%
Equitable Holdings, Inc. 3,265,338$203,565,7432.93%
Strategic Financial Concepts, LLC 55,683$3,471,3551.28%
Madison Wealth Partners, Inc 43,642$2,720,7001.27%
View complete list of ISHARES TR shareholders