ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 218 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $39,614,335 | +3.7% | 486,603 | -3.9% | 9.85% | -1.4% |
| Q1 2024 | $38,206,079 | +10.6% | 506,175 | -0.6% | 9.99% | +5.8% |
| Q4 2023 | $34,541,283 | -5.7% | 509,308 | -17.1% | 9.44% | -21.6% |
| Q3 2023 | $36,628,778 | -24.1% | 614,062 | -20.7% | 12.05% | -22.3% |
| Q2 2023 | $48,282,037 | +6.2% | 774,478 | -5.7% | 15.50% | +6.9% |
| Q1 2023 | $45,460,389 | +113343.9% | 821,195 | -0.2% | 14.50% | +8.6% |
| Q4 2022 | $40,073 | -99.9% | 823,195 | -4.1% | 13.36% | -7.3% |
| Q3 2022 | $41,406,000 | – | 857,979 | – | 14.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
| Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
| FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
| Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
| Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
| Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
| Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
| DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
| Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |