ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $325,212 | -1.4% | 5,452 | +3.1% | 0.04% | -4.3% |
Q2 2023 | $329,786 | +170.4% | 5,290 | +136.2% | 0.05% | +135.0% |
Q1 2023 | $121,946 | -69.8% | 2,240 | -63.7% | 0.02% | -72.6% |
Q3 2021 | $404,000 | 0.0% | 6,173 | 0.0% | 0.07% | 0.0% |
Q2 2021 | $404,000 | +9.8% | 6,173 | +384.5% | 0.07% | +1.4% |
Q1 2021 | $368,000 | +47.2% | 1,274 | +48.0% | 0.07% | +38.5% |
Q4 2020 | $250,000 | – | 861 | – | 0.05% | – |
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% |