ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,735 | -4.3% | 9,501 | 0.0% | 0.02% | -10.0% |
| Q2 2023 | $592,306 | +8.1% | 9,501 | -4.0% | 0.02% | -9.1% |
| Q1 2023 | $548,030 | +22.4% | 9,900 | +7.6% | 0.02% | -4.3% |
| Q4 2022 | $447,728 | +2.9% | 9,197 | +2.1% | 0.02% | -8.0% |
| Q3 2022 | $435,000 | -1.6% | 9,005 | +1.9% | 0.02% | 0.0% |
| Q2 2022 | $442,000 | -18.9% | 8,833 | +5.4% | 0.02% | -7.4% |
| Q1 2022 | $545,000 | +10.5% | 8,381 | +22.0% | 0.03% | +12.5% |
| Q4 2021 | $493,000 | +21.1% | 6,870 | +10.6% | 0.02% | +4.3% |
| Q3 2021 | $407,000 | -8.5% | 6,209 | -9.5% | 0.02% | -14.8% |
| Q2 2021 | $445,000 | +34.0% | 6,864 | +496.9% | 0.03% | +17.4% |
| Q1 2021 | $332,000 | -3.2% | 1,150 | -3.0% | 0.02% | -8.0% |
| Q4 2020 | $343,000 | – | 1,185 | – | 0.02% | – |
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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% |