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 | $111,844 | -4.3% | 1,875 | 0.0% | 0.02% | +18.8% |
| Q2 2023 | $116,891 | +12.6% | 1,875 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $103,798 | +13.7% | 1,875 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $91,275 | +102.8% | 1,875 | +100.5% | 0.01% | +75.0% |
| Q3 2022 | $45,000 | -4.3% | 935 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $47,000 | -23.0% | 935 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $61,000 | -9.0% | 935 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $67,000 | +9.8% | 935 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $61,000 | 0.0% | 935 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $61,000 | +13.0% | 935 | +400.0% | 0.02% | +15.4% |
| Q1 2021 | $54,000 | 0.0% | 187 | 0.0% | 0.01% | -40.9% |
| Q4 2020 | $54,000 | +8.0% | 187 | 0.0% | 0.02% | -4.3% |
| Q3 2020 | $50,000 | +13.6% | 187 | 0.0% | 0.02% | +9.5% |
| Q2 2020 | $44,000 | +25.7% | 187 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $35,000 | -10.3% | 187 | 0.0% | 0.02% | +23.5% |
| Q4 2019 | $39,000 | +8.3% | 187 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $36,000 | – | 187 | – | 0.02% | – |
Download | ||||||
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% |