ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,339 | -6.0% | 6,745 | -1.8% | 0.15% | -4.9% |
| Q2 2023 | $428,098 | +14.7% | 6,867 | +1.8% | 0.16% | -2.4% |
| Q1 2023 | $373,395 | +13.7% | 6,745 | 0.0% | 0.17% | +6.4% |
| Q4 2022 | $328,347 | +0.7% | 6,745 | 0.0% | 0.16% | +6.8% |
| Q3 2022 | $326,000 | -3.6% | 6,745 | 0.0% | 0.15% | +5.8% |
| Q2 2022 | $338,000 | -33.3% | 6,745 | -13.5% | 0.14% | -18.8% |
| Q1 2022 | $507,000 | -21.8% | 7,795 | -13.6% | 0.17% | -10.5% |
| Q4 2021 | $648,000 | +9.6% | 9,025 | +0.1% | 0.19% | -1.6% |
| Q3 2021 | $591,000 | +2.4% | 9,012 | +1.1% | 0.19% | +4.9% |
| Q2 2021 | $577,000 | -56.7% | 8,913 | +93.0% | 0.18% | -60.3% |
| Q1 2021 | $1,332,000 | -22.0% | 4,619 | -21.6% | 0.46% | -25.6% |
| Q4 2020 | $1,708,000 | +0.2% | 5,893 | -7.5% | 0.62% | -8.1% |
| Q3 2020 | $1,704,000 | +57.3% | 6,371 | +37.9% | 0.68% | +47.5% |
| Q2 2020 | $1,083,000 | – | 4,620 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |