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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $76,000 | -82.7% | 1,520 | -75.2% | 0.04% | -80.5% |
| Q4 2021 | $440,000 | -17.1% | 6,130 | -24.4% | 0.20% | -20.6% |
| Q3 2021 | $531,000 | +11.1% | 8,105 | +9.9% | 0.25% | -5.6% |
| Q2 2021 | $478,000 | +9.9% | 7,375 | +389.1% | 0.27% | +6.8% |
| Q1 2021 | $435,000 | -12.1% | 1,508 | -11.7% | 0.25% | -27.3% |
| Q4 2020 | $495,000 | +0.4% | 1,707 | -7.5% | 0.34% | -20.0% |
| Q3 2020 | $493,000 | +17.7% | 1,845 | +3.1% | 0.43% | +11.7% |
| Q2 2020 | $419,000 | +5.8% | 1,789 | -16.2% | 0.38% | -37.1% |
| Q1 2020 | $396,000 | -25.1% | 2,134 | -15.4% | 0.61% | +54.2% |
| Q4 2019 | $529,000 | – | 2,521 | – | 0.40% | – |
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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% |