ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,993 | +0.5% | 4,476 | +5.0% | 0.00% | 0.0% |
| Q2 2023 | $265,761 | +22.5% | 4,263 | +8.8% | 0.00% | +50.0% |
| Q1 2023 | $216,914 | -20.2% | 3,918 | -29.8% | 0.00% | 0.0% |
| Q4 2022 | $271,732 | -100.0% | 5,582 | -84.6% | 0.00% | -77.8% |
| Q3 2022 | $877,877,000 | +174775.9% | 36,340 | +262.7% | 0.01% | +80.0% |
| Q2 2022 | $502,000 | -61.8% | 10,020 | -50.5% | 0.01% | -64.3% |
| Q1 2022 | $1,315,000 | -13.4% | 20,234 | -4.3% | 0.01% | -6.7% |
| Q4 2021 | $1,518,000 | +29.4% | 21,140 | +18.1% | 0.02% | +25.0% |
| Q3 2021 | $1,173,000 | -1.5% | 17,893 | -2.7% | 0.01% | -14.3% |
| Q2 2021 | $1,191,000 | +21.4% | 18,386 | +440.4% | 0.01% | +16.7% |
| Q1 2021 | $981,000 | -18.5% | 3,402 | -18.3% | 0.01% | -14.3% |
| Q4 2020 | $1,203,000 | -99.9% | 4,162 | +5038.3% | 0.01% | -48.1% |
| Q3 2020 | $1,440,000,000 | – | 81 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 823,195 | $40,073 | 13.36% |
| Aspire Wealth Management Corp | 104,068 | $5,066,051 | 4.41% |
| FAS Wealth Partners, Inc. | 692,043 | $33,688,662 | 3.82% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 168,535 | $8,204,304 | 3.44% |
| Ipsen Advisor Group LLC | 57,652 | $2,806,512 | 3.24% |
| Equitable Holdings, Inc. | 3,438,738 | $167,397,766 | 2.91% |
| Sunburst Financial Group, LLC | 144,396 | $7,029,197 | 2.80% |
| Dentgroup LLC | 60,829 | $2,961,138 | 2.56% |
| Madison Wealth Partners, Inc | 35,768 | $1,741,210 | 1.02% |
| Brand Asset Management Group, Inc. | 38,135 | $1,856,426 | 0.94% |