ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 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 | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |