ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,811 | -4.3% | 3,970 | 0.0% | 0.12% | -11.9% |
| Q2 2023 | $247,495 | +18.0% | 3,970 | +4.7% | 0.13% | +3.9% |
| Q1 2023 | $209,809 | -16.4% | 3,790 | -27.3% | 0.13% | -28.3% |
| Q3 2022 | $251,000 | -3.5% | 5,210 | 0.0% | 0.18% | +53.8% |
| Q2 2022 | $260,000 | -23.1% | 5,210 | 0.0% | 0.12% | -37.4% |
| Q1 2022 | $338,000 | -9.6% | 5,210 | 0.0% | 0.19% | -6.0% |
| Q4 2021 | $374,000 | +9.7% | 5,210 | 0.0% | 0.20% | +32.7% |
| Q3 2021 | $341,000 | +1.2% | 5,210 | 0.0% | 0.15% | -21.1% |
| Q2 2021 | $337,000 | +12.3% | 5,210 | +400.0% | 0.19% | -1.6% |
| Q1 2021 | $300,000 | -0.7% | 1,042 | 0.0% | 0.19% | -15.0% |
| Q4 2020 | $302,000 | +8.6% | 1,042 | 0.0% | 0.23% | -1.3% |
| Q3 2020 | $278,000 | +13.9% | 1,042 | 0.0% | 0.23% | -1.7% |
| Q2 2020 | $244,000 | -3.6% | 1,042 | -13.5% | 0.23% | -8.2% |
| Q4 2019 | $253,000 | +10.0% | 1,205 | 0.0% | 0.26% | -8.9% |
| Q3 2019 | $230,000 | -0.4% | 1,205 | 0.0% | 0.28% | -1.8% |
| Q2 2019 | $231,000 | +3.6% | 1,205 | 0.0% | 0.28% | -1.7% |
| Q3 2018 | $223,000 | +6.2% | 1,205 | 0.0% | 0.29% | -3.3% |
| Q2 2018 | $210,000 | +6.6% | 1,205 | 0.0% | 0.30% | +11.9% |
| Q1 2018 | $197,000 | – | 1,205 | – | 0.27% | – |
Download | ||||||
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% |