ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,937,445 | +161.2% | 82,774 | +173.0% | 3.12% | +169.0% |
| Q2 2023 | $1,890,160 | +40.5% | 30,320 | +24.8% | 1.16% | +36.4% |
| Q1 2023 | $1,344,999 | +13.7% | 24,296 | +0.0% | 0.85% | +10.8% |
| Q4 2022 | $1,182,696 | +0.7% | 24,295 | -0.2% | 0.77% | -8.7% |
| Q3 2022 | $1,175,000 | -3.8% | 24,354 | -0.1% | 0.84% | +0.8% |
| Q2 2022 | $1,221,000 | -51.2% | 24,367 | -36.7% | 0.83% | -44.9% |
| Q1 2022 | $2,504,000 | -9.7% | 38,520 | -0.2% | 1.51% | -8.0% |
| Q4 2021 | $2,773,000 | +6.5% | 38,609 | -2.8% | 1.64% | -2.1% |
| Q3 2021 | $2,603,000 | +1.2% | 39,704 | +0.0% | 1.68% | +1.9% |
| Q2 2021 | $2,571,000 | -16.5% | 39,694 | +271.9% | 1.65% | -22.0% |
| Q1 2021 | $3,079,000 | -1.3% | 10,673 | -0.8% | 2.11% | -8.2% |
| Q4 2020 | $3,119,000 | – | 10,761 | – | 2.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |