ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,265,440 | +7.9% | 15,544 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $1,173,264 | +11.3% | 15,544 | 0.0% | 0.01% | -7.1% |
| Q4 2023 | $1,054,197 | +13.7% | 15,544 | 0.0% | 0.01% | 0.0% |
| 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% | – |
Download | ||||||
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% |