ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $7,793 | +12.6% | 125 | 0.0% | 0.01% | +14.3% |
Q1 2023 | $6,920 | +13.7% | 125 | 0.0% | 0.01% | +40.0% |
Q4 2022 | $6,085 | +1.4% | 125 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $6,000 | 0.0% | 125 | 0.0% | 0.01% | +25.0% |
Q2 2022 | $6,000 | -25.0% | 125 | 0.0% | 0.00% | -20.0% |
Q1 2022 | $8,000 | -11.1% | 125 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $9,000 | +12.5% | 125 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $8,000 | +14.3% | 125 | +400.0% | 0.01% | 0.0% |
Q1 2021 | $7,000 | 0.0% | 25 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $7,000 | – | 25 | – | 0.01% | – |
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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% |