ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,493 | -4.3% | 2,020 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $125,930 | +12.6% | 2,020 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $111,825 | +14.7% | 2,020 | 0.0% | 0.04% | -10.9% |
| Q4 2022 | $97,485 | +0.5% | 2,020 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $97,000 | -4.9% | 2,020 | 0.0% | 0.05% | -16.4% |
| Q2 2022 | $102,000 | -22.1% | 2,020 | 0.0% | 0.06% | -15.4% |
| Q1 2022 | $131,000 | -9.7% | 2,020 | 0.0% | 0.06% | -11.0% |
| Q4 2021 | $145,000 | +752.9% | 2,020 | +692.2% | 0.07% | +630.0% |
| Q3 2021 | $17,000 | 0.0% | 255 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $17,000 | +13.3% | 255 | +400.0% | 0.01% | -10.0% |
| Q1 2021 | $15,000 | 0.0% | 51 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $15,000 | -70.6% | 51 | -81.2% | 0.01% | -78.8% |
| Q1 2020 | $51,000 | – | 272 | – | 0.05% | – |
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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% |