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 | $8,380,288 | -7.4% | 140,491 | -3.2% | 2.96% | -6.3% |
| Q2 2023 | $9,045,924 | +11.5% | 145,103 | -1.0% | 3.16% | +5.5% |
| Q1 2023 | $8,112,334 | +15.4% | 146,541 | +1.5% | 2.99% | +6.9% |
| Q4 2022 | $7,029,197 | +50.0% | 144,396 | +48.7% | 2.80% | +23.4% |
| Q3 2022 | $4,685,000 | +49.1% | 97,075 | +54.8% | 2.27% | +50.6% |
| Q2 2022 | $3,142,000 | +12.7% | 62,721 | +46.2% | 1.51% | +9.5% |
| Q1 2022 | $2,789,000 | +521.2% | 42,914 | +587.0% | 1.38% | +503.5% |
| Q4 2021 | $449,000 | – | 6,247 | – | 0.23% | – |
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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% |