ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354 | -46.2% | 5,941 | -45.2% | 0.02% | -45.9% |
| Q2 2023 | $658 | -16.1% | 10,836 | -23.5% | 0.04% | -17.8% |
| Q1 2023 | $784 | +49.6% | 14,162 | +31.5% | 0.04% | +40.6% |
| Q4 2022 | $524 | -99.9% | 10,767 | -25.3% | 0.03% | -33.3% |
| Q3 2022 | $696,000 | -11.6% | 14,407 | -8.3% | 0.05% | -12.7% |
| Q2 2022 | $787,000 | -22.8% | 15,715 | +0.1% | 0.06% | -15.4% |
| Q1 2022 | $1,020,000 | -9.4% | 15,695 | +0.1% | 0.06% | -4.4% |
| Q4 2021 | $1,126,000 | +9.9% | 15,677 | +0.2% | 0.07% | +1.5% |
| Q3 2021 | $1,025,000 | +1.2% | 15,638 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $1,013,000 | +11.4% | 15,638 | +396.3% | 0.07% | +7.9% |
| Q1 2021 | $909,000 | – | 3,151 | – | 0.06% | – |
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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% |