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 | $1,237,990 | -5.1% | 20,754 | -0.8% | 0.30% | -1.9% |
| Q2 2023 | $1,304,000 | +11.7% | 20,917 | -0.7% | 0.31% | +7.6% |
| Q1 2023 | $1,167,000 | +3.7% | 21,075 | -8.8% | 0.29% | -1.7% |
| Q4 2022 | $1,125,000 | +3.5% | 23,110 | +2.6% | 0.29% | -4.5% |
| Q3 2022 | $1,087,000 | -8.5% | 22,524 | -5.0% | 0.31% | -4.6% |
| Q2 2022 | $1,188,000 | -22.7% | 23,708 | +0.3% | 0.32% | -13.9% |
| Q1 2022 | $1,536,000 | -9.4% | 23,631 | +0.1% | 0.38% | -11.6% |
| Q4 2021 | $1,695,000 | +1.6% | 23,604 | -7.2% | 0.42% | -7.8% |
| Q3 2021 | $1,668,000 | +0.3% | 25,441 | -0.9% | 0.46% | -0.9% |
| Q2 2021 | $1,663,000 | +17.8% | 25,683 | +424.7% | 0.46% | +4.5% |
| Q1 2021 | $1,412,000 | +4.4% | 4,895 | +4.9% | 0.44% | -4.7% |
| Q4 2020 | $1,353,000 | +8.0% | 4,666 | -0.4% | 0.47% | -4.1% |
| Q3 2020 | $1,253,000 | +12.9% | 4,685 | -1.1% | 0.49% | -0.2% |
| Q2 2020 | $1,110,000 | +26.3% | 4,735 | +0.1% | 0.49% | +5.4% |
| Q1 2020 | $879,000 | – | 4,732 | – | 0.46% | – |
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% |