ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 214 filers reported holding ISHARES TR in Q2 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |