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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,006,594 | -4.3% | 16,875 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $1,052,011 | +12.6% | 16,875 | 0.0% | 0.06% | +6.7% |
| Q1 2023 | $934,180 | +13.7% | 16,875 | 0.0% | 0.06% | +3.4% |
| Q4 2022 | $821,475 | +97811.2% | 16,875 | -2.9% | 0.06% | -12.1% |
| Q3 2022 | $839 | -3.6% | 17,375 | 0.0% | 0.07% | -4.3% |
| Q2 2022 | $870 | -26.1% | 17,375 | -4.1% | 0.07% | -13.8% |
| Q1 2022 | $1,178 | -99.9% | 18,125 | +405.2% | 0.08% | -62.6% |
| Q2 2020 | $841,000 | +30.8% | 3,588 | +3.7% | 0.21% | +28.9% |
| Q1 2020 | $643,000 | -38.1% | 3,461 | -39.0% | 0.17% | -56.4% |
| Q1 2019 | $1,038,000 | +20.8% | 5,677 | +4.8% | 0.38% | -23.8% |
| Q4 2018 | $859,000 | – | 5,416 | – | 0.50% | – |
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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% |