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 | $545,726 | +5.3% | 9,149 | +10.0% | 0.01% | 0.0% |
| Q2 2023 | $518,294 | +31.2% | 8,314 | +16.5% | 0.01% | +20.0% |
| Q1 2023 | $395,067 | +1245.6% | 7,136 | -7.7% | 0.01% | +400.0% |
| Q4 2022 | $29,360 | -91.3% | 7,731 | +10.5% | 0.00% | -83.3% |
| Q3 2022 | $338,000 | -3.4% | 6,998 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $350,000 | -37.1% | 6,996 | -9.7% | 0.01% | -25.0% |
| Q4 2021 | $556,000 | +9.4% | 7,744 | 0.0% | 0.01% | -38.5% |
| Q3 2021 | $508,000 | -11.5% | 7,744 | -12.7% | 0.01% | -13.3% |
| Q2 2021 | $574,000 | +12.1% | 8,868 | +400.2% | 0.02% | 0.0% |
| Q1 2021 | $512,000 | -0.4% | 1,773 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $514,000 | +6.2% | 1,773 | -2.1% | 0.02% | 0.0% |
| Q3 2020 | $484,000 | -48.7% | 1,811 | -55.0% | 0.02% | -54.1% |
| Q2 2020 | $943,000 | +44.9% | 4,024 | +14.9% | 0.04% | +19.4% |
| Q1 2020 | $651,000 | +188.1% | 3,502 | +224.3% | 0.03% | +244.4% |
| Q4 2019 | $226,000 | +9.2% | 1,080 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $207,000 | 0.0% | 1,080 | 0.0% | 0.01% | -30.8% |
| Q2 2019 | $207,000 | – | 1,080 | – | 0.01% | – |
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% |