ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 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 | 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% |