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 | $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% | – |
Download | ||||||
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% |