Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
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$1,310,0005,5880.62%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthquest Corp 709,769$35,552,0005.36%
Aspire Wealth Management Corp 105,696$5,294,0004.88%
FAS Wealth Partners, Inc. 831,269$41,638,0004.38%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 176,800$8,855,0004.19%
Dentgroup LLC 65,328$3,272,0003.64%
Clearstead Advisors, LLC 858,882$43,021,0003.35%
Equitable Holdings, Inc. 3,310,338$165,815,0003.16%
Corsicana & Co. 47,286$2,369,0001.87%
Sunburst Financial Group, LLC 62,721$3,142,0001.51%
Surevest, LLC 81,878$4,101,0001.08%
View complete list of ISHARES TR shareholders