ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,972 | -4.3% | 7,158 | 0.0% | 0.11% | +4.7% |
| Q2 2023 | $446,237 | +12.8% | 7,158 | +0.1% | 0.11% | +3.9% |
| Q1 2023 | $395,711 | +14.0% | 7,148 | +0.2% | 0.10% | +4.1% |
| Q4 2022 | $347,222 | +1.3% | 7,133 | +0.5% | 0.10% | -10.9% |
| Q3 2022 | $342,633 | -3.8% | 7,100 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $356,000 | -22.4% | 7,100 | +0.5% | 0.11% | -6.7% |
| Q1 2022 | $459,000 | -10.9% | 7,067 | -1.5% | 0.12% | -9.8% |
| Q4 2021 | $515,000 | +25.3% | 7,175 | +14.4% | 0.13% | +7.3% |
| Q3 2021 | $411,000 | -10.7% | 6,273 | -11.7% | 0.12% | -7.5% |
| Q2 2021 | $460,000 | +27.1% | 7,103 | +466.9% | 0.13% | +6.4% |
| Q1 2021 | $362,000 | +25.7% | 1,253 | +26.2% | 0.12% | +22.5% |
| Q4 2020 | $288,000 | – | 993 | – | 0.10% | – |
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% |