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 | $841,886 | -4.4% | 14,114 | -0.1% | 0.06% | -3.4% |
| Q2 2023 | $880,620 | +15.9% | 14,126 | +2.9% | 0.06% | +7.3% |
| Q1 2023 | $759,958 | +13.1% | 13,728 | -0.5% | 0.06% | +5.8% |
| Q4 2022 | $671,923 | +1.2% | 13,803 | +0.3% | 0.05% | -5.5% |
| Q3 2022 | $664,000 | -5.3% | 13,767 | -1.6% | 0.06% | -6.8% |
| Q2 2022 | $701,000 | -25.5% | 13,988 | -3.4% | 0.06% | -20.3% |
| Q1 2022 | $941,000 | -9.3% | 14,481 | -9.4% | 0.07% | -19.6% |
| Q4 2021 | $1,038,000 | -2.2% | 15,987 | -0.1% | 0.09% | +3.4% |
| Q3 2021 | $1,061,000 | +2.2% | 16,006 | +0.1% | 0.09% | -3.3% |
| Q2 2021 | $1,038,000 | -12.1% | 15,987 | +313.1% | 0.09% | -24.0% |
| Q1 2021 | $1,181,000 | +0.2% | 3,870 | -4.8% | 0.12% | -14.2% |
| Q4 2020 | $1,179,000 | -4.2% | 4,066 | -12.3% | 0.14% | -16.6% |
| Q3 2020 | $1,231,000 | -21.4% | 4,638 | -30.6% | 0.17% | -24.9% |
| Q2 2020 | $1,567,000 | – | 6,683 | – | 0.22% | – |
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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% |