ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,628,534 | -3.4% | 44,066 | +1.0% | 1.33% | +4.6% |
| Q2 2023 | $2,720,700 | +29.3% | 43,642 | +14.8% | 1.27% | +19.8% |
| Q1 2023 | $2,103,883 | +20.8% | 38,004 | +6.3% | 1.06% | +4.4% |
| Q4 2022 | $1,741,210 | +554.6% | 35,768 | +549.1% | 1.02% | +483.9% |
| Q3 2022 | $266,000 | -16.1% | 5,510 | -13.0% | 0.17% | -13.4% |
| Q2 2022 | $317,000 | +4.3% | 6,335 | +35.4% | 0.20% | +18.2% |
| Q1 2022 | $304,000 | – | 4,680 | – | 0.17% | – |
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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% |