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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,581,000 | -56.4% | 24,317 | -51.9% | 0.41% | -50.0% |
| Q4 2021 | $3,629,000 | +9.7% | 50,533 | +0.2% | 0.83% | -6.8% |
| Q3 2021 | $3,307,000 | -3.3% | 50,444 | -4.5% | 0.89% | -7.5% |
| Q2 2021 | $3,421,000 | +59.9% | 52,822 | +612.0% | 0.96% | +44.6% |
| Q1 2021 | $2,140,000 | -3.5% | 7,419 | -3.0% | 0.66% | -16.9% |
| Q4 2020 | $2,218,000 | -24.8% | 7,652 | -30.6% | 0.80% | -31.1% |
| Q3 2020 | $2,948,000 | +14.1% | 11,023 | +0.1% | 1.16% | -8.9% |
| Q2 2020 | $2,583,000 | +25.8% | 11,015 | -0.4% | 1.27% | -8.0% |
| Q1 2020 | $2,054,000 | -13.3% | 11,056 | -2.1% | 1.38% | +4.7% |
| Q4 2019 | $2,370,000 | +1.7% | 11,289 | -7.3% | 1.32% | -4.0% |
| Q3 2019 | $2,331,000 | +4.6% | 12,175 | -0.1% | 1.38% | -18.3% |
| Q1 2019 | $2,228,000 | – | 12,187 | – | 1.68% | – |
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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% |