ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 185 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $927,202 | -4.3% | 15,544 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $969,037 | +6.0% | 15,544 | -5.9% | 0.02% | -11.8% |
| Q1 2023 | $914,474 | +6.1% | 16,519 | -6.7% | 0.02% | -19.0% |
| Q4 2022 | $861,978 | -5.7% | 17,707 | -6.5% | 0.02% | -25.0% |
| Q3 2022 | $914,000 | -1.4% | 18,948 | +2.4% | 0.03% | 0.0% |
| Q2 2022 | $927,000 | -32.2% | 18,510 | -12.0% | 0.03% | -37.8% |
| Q1 2022 | $1,367,000 | -10.1% | 21,028 | -0.6% | 0.04% | -8.2% |
| Q4 2021 | $1,520,000 | +9.6% | 21,163 | 0.0% | 0.05% | -3.9% |
| Q3 2021 | $1,387,000 | – | 21,163 | – | 0.05% | – |
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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% |