ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $104,328 | -4.3% | 1,749 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $109,035 | +12.6% | 1,749 | 0.0% | 0.03% | +6.9% |
Q1 2023 | $96,823 | +13.7% | 1,749 | 0.0% | 0.03% | +7.4% |
Q4 2022 | $85,141 | +1.4% | 1,749 | 0.0% | 0.03% | -3.6% |
Q3 2022 | $84,000 | -4.5% | 1,749 | 0.0% | 0.03% | -6.7% |
Q2 2022 | $88,000 | -25.4% | 1,749 | -3.4% | 0.03% | -14.3% |
Q1 2022 | $118,000 | -9.2% | 1,810 | 0.0% | 0.04% | -12.5% |
Q4 2021 | $130,000 | +9.2% | 1,810 | 0.0% | 0.04% | 0.0% |
Q3 2021 | $119,000 | +1.7% | 1,810 | 0.0% | 0.04% | +2.6% |
Q2 2021 | $117,000 | +12.5% | 1,810 | +400.0% | 0.04% | +11.4% |
Q1 2021 | $104,000 | -1.0% | 362 | 0.0% | 0.04% | -7.9% |
Q4 2020 | $105,000 | -8.7% | 362 | -15.6% | 0.04% | -19.1% |
Q3 2020 | $115,000 | +13.9% | 429 | 0.0% | 0.05% | +6.8% |
Q2 2020 | $101,000 | +26.2% | 429 | 0.0% | 0.04% | +10.0% |
Q1 2020 | $80,000 | -11.1% | 429 | 0.0% | 0.04% | +11.1% |
Q4 2019 | $90,000 | – | 429 | – | 0.04% | – |
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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% |