ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,612 | -22.8% | 1,525 | -20.8% | 0.03% | -29.2% |
| Q2 2023 | $119,939 | +12.5% | 1,926 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $106,644 | +113351.1% | 1,926 | 0.0% | 0.05% | +2.1% |
| Q4 2022 | $94 | -99.9% | 1,926 | 0.0% | 0.05% | -19.0% |
| Q3 2022 | $92,000 | -4.2% | 1,926 | 0.0% | 0.06% | -9.4% |
| Q2 2022 | $96,000 | -16.5% | 1,926 | +0.1% | 0.06% | -13.5% |
| Q1 2022 | $115,000 | 0.0% | 1,924 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $115,000 | -17.3% | 1,924 | +0.1% | 0.07% | -9.8% |
| Q3 2021 | $139,000 | – | 1,922 | – | 0.08% | – |
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% |