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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,160 | -14.2% | 2,400 | -10.3% | 0.02% | -17.4% |
| Q2 2023 | $166,763 | +8.6% | 2,675 | -3.6% | 0.02% | 0.0% |
| Q1 2023 | $153,621 | +13.7% | 2,775 | 0.0% | 0.02% | +9.5% |
| Q4 2022 | $135,087 | +11.6% | 2,775 | +11.0% | 0.02% | +5.0% |
| Q3 2022 | $121,000 | -3.2% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $125,000 | +6.8% | 2,500 | +38.9% | 0.02% | +25.0% |
| Q1 2022 | $117,000 | -9.3% | 1,800 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $129,000 | – | 1,800 | – | 0.02% | – |
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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% |