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 | $103,314 | -71.4% | 1,732 | -53.3% | 0.00% | -100.0% |
| Q2 2023 | $361,284 | +247.3% | 3,707 | +97.3% | 0.00% | – |
| Q1 2023 | $104,019 | +526.6% | 1,879 | +451.0% | 0.00% | – |
| Q4 2022 | $16,600 | -73.7% | 341 | -73.8% | 0.00% | – |
| Q3 2022 | $63,000 | -43.2% | 1,300 | -41.4% | 0.00% | -100.0% |
| Q2 2022 | $111,000 | +909.1% | 2,217 | +1211.8% | 0.00% | – |
| Q1 2022 | $11,000 | -86.7% | 169 | -85.5% | 0.00% | -100.0% |
| Q4 2021 | $83,000 | -19.4% | 1,162 | -25.8% | 0.00% | 0.0% |
| Q3 2021 | $103,000 | +74.6% | 1,566 | +71.9% | 0.00% | 0.0% |
| Q2 2021 | $59,000 | – | 911 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |