ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 185 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78 | -3.7% | 1,300 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $81 | +12.5% | 1,300 | 0.0% | 0.03% | +11.1% |
| Q1 2023 | $72 | +14.3% | 1,300 | 0.0% | 0.03% | +8.0% |
| Q4 2022 | $63 | -99.9% | 1,300 | 0.0% | 0.02% | -13.8% |
| Q3 2022 | $63,000 | -3.1% | 1,300 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $65,000 | -23.5% | 1,300 | 0.0% | 0.03% | -9.7% |
| Q1 2022 | $85,000 | -8.6% | 1,300 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $93,000 | +9.4% | 1,300 | 0.0% | 0.03% | -3.0% |
| Q3 2021 | $85,000 | +1.2% | 1,300 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $84,000 | +12.0% | 1,300 | +400.0% | 0.03% | -10.5% |
| Q1 2021 | $75,000 | 0.0% | 260 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $75,000 | +7.1% | 260 | 0.0% | 0.04% | -4.8% |
| Q3 2020 | $70,000 | +14.8% | 260 | 0.0% | 0.04% | +5.0% |
| Q2 2020 | $61,000 | +27.1% | 260 | 0.0% | 0.04% | -7.0% |
| Q1 2020 | $48,000 | -12.7% | 260 | 0.0% | 0.04% | +4.9% |
| Q4 2019 | $55,000 | +10.0% | 260 | 0.0% | 0.04% | +7.9% |
| Q3 2019 | $50,000 | 0.0% | 260 | 0.0% | 0.04% | -5.0% |
| Q2 2019 | $50,000 | +4.2% | 260 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $48,000 | – | 260 | – | 0.04% | – |
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% |