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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |