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 | $246,056 | -4.3% | 4,125 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $257,158 | +12.6% | 4,125 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $228,355 | +13.7% | 4,125 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $200,805 | -3.0% | 4,125 | 0.0% | 0.01% | -26.7% |
| Q2 2022 | $207,000 | -22.8% | 4,125 | 0.0% | 0.02% | -25.0% |
| Q1 2022 | $268,000 | -9.5% | 4,125 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $296,000 | +9.6% | 4,125 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $270,000 | +1.1% | 4,125 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $267,000 | +12.2% | 4,125 | +400.0% | 0.02% | -4.3% |
| Q1 2021 | $238,000 | -0.4% | 825 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $239,000 | +8.1% | 825 | 0.0% | 0.02% | -17.9% |
| Q3 2020 | $221,000 | – | 825 | – | 0.03% | – |
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% |