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 | $374,632 | -5.8% | 6,281 | -1.6% | 0.21% | -4.6% |
| Q2 2023 | $397,769 | +11.8% | 6,380 | -0.7% | 0.22% | +51.0% |
| Q1 2023 | $355,841 | +13.9% | 6,428 | +0.1% | 0.14% | -3.3% |
| Q4 2022 | $312,476 | -17.1% | 6,419 | -13.1% | 0.15% | -25.4% |
| Q3 2022 | $377,000 | -6.0% | 7,385 | -4.8% | 0.20% | -12.6% |
| Q2 2022 | $401,000 | -31.8% | 7,755 | -14.1% | 0.23% | -24.3% |
| Q1 2022 | $588,000 | -19.2% | 9,030 | -10.9% | 0.30% | -14.8% |
| Q4 2021 | $728,000 | +23.0% | 10,139 | +12.3% | 0.36% | -6.5% |
| Q3 2021 | $592,000 | -10.4% | 9,025 | -11.5% | 0.38% | -12.8% |
| Q2 2021 | $661,000 | -65.4% | 10,203 | +54.1% | 0.44% | -71.7% |
| Q1 2021 | $1,911,000 | +38.2% | 6,622 | +38.8% | 1.55% | +20.2% |
| Q4 2020 | $1,383,000 | – | 4,772 | – | 1.29% | – |
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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% |