ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 filers reported holding ISHARES TR in Q1 2023. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
| Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
| FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
| Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
| Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
| Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
| Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
| Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
| Surevest, LLC | 81,878 | $4,101,000 | 1.08% |