ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 165 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $495,407 | -45.7% | 6,563 | -51.2% | 0.58% | +3.7% |
| Q4 2023 | $911,856 | -7.5% | 13,446 | -15.0% | 0.56% | -1.6% |
| Q2 2023 | $985,726 | +0.6% | 15,812 | -10.7% | 0.57% | +24.3% |
| Q1 2023 | $979,872 | -40.5% | 17,700 | +187.6% | 0.46% | -39.8% |
| Q3 2020 | $1,646,000 | +25.6% | 6,155 | +10.1% | 0.76% | +23.2% |
| Q2 2020 | $1,310,000 | – | 5,588 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
| Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
| FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
| Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
| Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
| Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
| Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
| DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
| Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |