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 | $9,544 | -4.3% | 160 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $9,975 | +12.6% | 160 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $8,857 | +13.7% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,789 | -99.9% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,722,000 | -3.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,014,000 | -18.4% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,827,000 | -14.5% | 160 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $11,491,000 | +9.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,488,000 | +13.6% | 160 | +400.0% | 0.00% | 0.0% |
| Q1 2021 | $9,231,000 | -0.5% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,276,000 | +8.4% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,558,000 | +14.1% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,503,000 | +124950.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -76.0% | 32 | -73.1% | 0.00% | -69.2% |
| Q4 2019 | $25,000 | – | 119 | – | 0.01% | – |
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% |