ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
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 ↓ |
|---|---|---|---|
| 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% |