ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,351 | -4.3% | 995 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $62,029 | +12.6% | 995 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $55,082 | +13.7% | 995 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $48,436 | +0.9% | 995 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $48,000 | -2.0% | 995 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $49,000 | -23.4% | 995 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $64,000 | -9.9% | 995 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $71,000 | +9.2% | 995 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $65,000 | +1.6% | 995 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $64,000 | +12.3% | 995 | +400.0% | 0.01% | 0.0% |
| Q1 2021 | $57,000 | 0.0% | 199 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $57,000 | +7.5% | 199 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $53,000 | +15.2% | 199 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $46,000 | +27.8% | 199 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $36,000 | -12.2% | 199 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $41,000 | +7.9% | 199 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | 0.0% | 199 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | +5.6% | 199 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $36,000 | +16.1% | 199 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $31,000 | -16.2% | 199 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $37,000 | +5.7% | 199 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $35,000 | +6.1% | 199 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $33,000 | +6.5% | 199 | 0.0% | 0.01% | +14.3% |
| Q4 2017 | $31,000 | +6.9% | 199 | 0.0% | 0.01% | -30.0% |
| Q3 2017 | $29,000 | +3.6% | 199 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $28,000 | +7.7% | 199 | 0.0% | 0.01% | +22.2% |
| Q1 2017 | $26,000 | -46.9% | 199 | -50.0% | 0.01% | -50.0% |
| Q4 2016 | $49,000 | 0.0% | 398 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $49,000 | – | 398 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |