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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $614,998 | -1.3% | 9,865 | -12.3% | 0.02% | -14.8% |
| Q1 2023 | $622,953 | +11.1% | 11,253 | -2.3% | 0.03% | 0.0% |
| Q4 2022 | $560,794 | -4.5% | 11,520 | -5.2% | 0.03% | -18.2% |
| Q3 2022 | $587,000 | -17.8% | 12,154 | -14.7% | 0.03% | -19.5% |
| Q2 2022 | $714,000 | -37.4% | 14,250 | -18.8% | 0.04% | -36.9% |
| Q1 2022 | $1,140,000 | -1.9% | 17,544 | +8.4% | 0.06% | -1.5% |
| Q4 2021 | $1,162,000 | +18.5% | 16,180 | +8.1% | 0.07% | 0.0% |
| Q3 2021 | $981,000 | +11.4% | 14,971 | +10.1% | 0.07% | +4.8% |
| Q2 2021 | $881,000 | +49.8% | 13,602 | +567.7% | 0.06% | +21.2% |
| Q1 2021 | $588,000 | +19.8% | 2,037 | +20.2% | 0.05% | -5.5% |
| Q4 2020 | $491,000 | – | 1,695 | – | 0.06% | – |
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% |