ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $155,090 | -4.3% | 2,600 | 0.0% | 0.03% | +3.1% |
| Q2 2023 | $162,088 | +12.6% | 2,600 | 0.0% | 0.03% | +6.7% |
| Q1 2023 | $143,933 | +13.7% | 2,600 | 0.0% | 0.03% | +3.4% |
| Q4 2022 | $126,568 | +1.3% | 2,600 | 0.0% | 0.03% | -6.5% |
| Q3 2022 | $125,000 | -3.8% | 2,600 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $130,000 | -23.1% | 2,600 | 0.0% | 0.03% | -13.9% |
| Q1 2022 | $169,000 | -9.6% | 2,600 | 0.0% | 0.04% | -5.3% |
| Q4 2021 | $187,000 | +10.0% | 2,600 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $170,000 | +1.2% | 2,600 | 0.0% | 0.04% | +5.6% |
| Q2 2021 | $168,000 | +12.0% | 2,600 | +400.0% | 0.04% | 0.0% |
| Q1 2021 | $150,000 | -0.7% | 520 | 0.0% | 0.04% | -7.7% |
| Q4 2020 | $151,000 | +8.6% | 520 | 0.0% | 0.04% | -7.1% |
| Q3 2020 | $139,000 | +13.9% | 520 | 0.0% | 0.04% | +5.0% |
| Q2 2020 | $122,000 | +25.8% | 520 | 0.0% | 0.04% | +11.1% |
| Q1 2020 | $97,000 | -11.0% | 520 | 0.0% | 0.04% | +5.9% |
| Q4 2019 | $109,000 | +9.0% | 520 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $100,000 | 0.0% | 520 | 0.0% | 0.03% | -2.9% |
| Q2 2019 | $100,000 | +5.3% | 520 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $95,000 | +15.9% | 520 | 0.0% | 0.04% | +6.1% |
| Q4 2018 | $82,000 | – | 520 | – | 0.03% | – |
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% |