ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,946,960 | +14.3% | 60,766 | +6.0% | 0.05% | +8.3% |
| Q1 2024 | $4,328,476 | +22.1% | 57,346 | +9.7% | 0.05% | 0.0% |
| Q4 2023 | $3,544,951 | +56.8% | 52,270 | +37.9% | 0.05% | +37.1% |
| Q3 2023 | $2,261,510 | +270.2% | 37,913 | +286.9% | 0.04% | +288.9% |
| Q2 2023 | $610,946 | +10.9% | 9,800 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $550,820 | +5.3% | 9,950 | -7.4% | 0.01% | 0.0% |
| Q4 2022 | $523,310 | -0.9% | 10,750 | -1.8% | 0.01% | -10.0% |
| Q3 2022 | $528,000 | -99.7% | 10,950 | +1725.0% | 0.01% | +400.0% |
| Q1 2021 | $173,082,000 | – | 600 | – | 0.00% | – |
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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% |