ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $650 | -4.3% | 10,892 | 0.0% | 0.12% | -2.5% |
| Q2 2023 | $679 | +13.5% | 10,892 | 0.0% | 0.12% | +5.2% |
| Q1 2023 | $598 | +12.8% | 10,892 | 0.0% | 0.12% | +5.5% |
| Q4 2022 | $530 | -99.9% | 10,892 | 0.0% | 0.11% | -16.7% |
| Q3 2022 | $531,000 | -5.3% | 10,892 | 0.0% | 0.13% | -7.7% |
| Q2 2022 | $561,000 | -18.1% | 10,892 | 0.0% | 0.14% | +12.6% |
| Q1 2022 | $685,000 | -11.8% | 10,892 | 0.0% | 0.13% | -10.6% |
| Q4 2021 | $777,000 | +7.6% | 10,892 | 0.0% | 0.14% | -6.0% |
| Q3 2021 | $722,000 | +2.4% | 10,892 | 0.0% | 0.15% | -0.7% |
| Q2 2021 | $705,000 | +10.8% | 10,892 | +394.0% | 0.15% | 0.0% |
| Q1 2021 | $636,000 | -0.5% | 2,205 | 0.0% | 0.15% | -6.7% |
| Q4 2020 | $639,000 | +9.0% | 2,205 | 0.0% | 0.16% | -4.1% |
| Q3 2020 | $586,000 | +13.3% | 2,205 | 0.0% | 0.17% | +3.7% |
| Q2 2020 | $517,000 | +149.8% | 2,205 | +97.8% | 0.16% | +97.6% |
| Q1 2020 | $207,000 | -11.5% | 1,115 | 0.0% | 0.08% | -3.5% |
| Q4 2019 | $234,000 | +13.0% | 1,115 | 0.0% | 0.09% | -4.4% |
| Q3 2019 | $207,000 | -4.2% | 1,115 | 0.0% | 0.09% | -5.3% |
| Q2 2019 | $216,000 | +5.9% | 1,115 | 0.0% | 0.10% | -16.7% |
| Q1 2019 | $204,000 | – | 1,115 | – | 0.11% | – |
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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% |