ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,740 | -37.0% | 3,432 | -34.2% | 0.17% | -32.7% |
| Q2 2023 | $325,195 | -37.4% | 5,216 | -51.1% | 0.25% | -33.4% |
| Q1 2023 | $519,671 | 0.0% | 10,675 | 0.0% | 0.38% | -0.8% |
| Q4 2022 | $519,671 | +1.7% | 10,675 | +0.8% | 0.38% | +29.3% |
| Q3 2022 | $511,000 | -11.3% | 10,586 | -8.0% | 0.29% | -1.3% |
| Q2 2022 | $576,000 | -14.5% | 11,509 | +11.1% | 0.30% | +23.1% |
| Q1 2022 | $674,000 | +9.6% | 10,363 | +21.1% | 0.24% | +33.0% |
| Q4 2021 | $615,000 | -2.4% | 8,557 | -11.0% | 0.18% | -4.7% |
| Q3 2021 | $630,000 | +51.8% | 9,618 | +572.1% | 0.19% | +48.1% |
| Q4 2020 | $415,000 | – | 1,431 | – | 0.13% | – |
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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% |