ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,110,206 | -3.9% | 18,612 | +0.4% | 0.13% | -0.7% |
| Q2 2023 | $1,155,622 | +12.6% | 18,537 | 0.0% | 0.13% | +7.2% |
| Q1 2023 | $1,026,186 | +13.7% | 18,537 | 0.0% | 0.12% | +10.6% |
| Q4 2022 | $902,381 | -0.4% | 18,537 | -1.3% | 0.11% | -10.3% |
| Q3 2022 | $906,000 | -5.0% | 18,775 | -1.4% | 0.13% | -41.7% |
| Q2 2022 | $954,000 | -22.9% | 19,045 | 0.0% | 0.22% | +46.9% |
| Q1 2022 | $1,238,000 | -3.9% | 19,045 | +6.2% | 0.15% | -5.2% |
| Q4 2021 | $1,288,000 | +9.6% | 17,930 | 0.0% | 0.16% | -1.3% |
| Q3 2021 | $1,175,000 | +1.2% | 17,930 | 0.0% | 0.16% | -38.4% |
| Q2 2021 | $1,161,000 | +12.3% | 17,930 | +400.0% | 0.26% | +1.2% |
| Q1 2021 | $1,034,000 | -0.6% | 3,586 | 0.0% | 0.25% | -6.7% |
| Q4 2020 | $1,040,000 | +7.1% | 3,586 | -1.2% | 0.27% | -10.9% |
| Q3 2020 | $971,000 | +52.0% | 3,630 | +33.3% | 0.30% | +36.5% |
| Q2 2020 | $639,000 | +26.3% | 2,724 | 0.0% | 0.22% | +1.4% |
| Q1 2020 | $506,000 | +13.2% | 2,724 | +27.9% | 0.22% | +35.2% |
| Q4 2019 | $447,000 | – | 2,129 | – | 0.16% | – |
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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% |