ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,399,329 | -9.1% | 23,459 | -5.0% | 0.21% | -5.0% |
| Q2 2023 | $1,539,770 | +8.9% | 24,699 | -3.3% | 0.22% | +0.9% |
| Q1 2023 | $1,414,085 | -45.1% | 25,544 | -51.7% | 0.22% | -47.9% |
| Q4 2022 | $2,574,024 | -2.4% | 52,876 | -3.2% | 0.42% | -9.8% |
| Q3 2022 | $2,636,000 | -3.7% | 54,630 | -0.1% | 0.47% | -0.2% |
| Q2 2022 | $2,738,000 | -21.8% | 54,671 | +1.5% | 0.47% | -12.5% |
| Q1 2022 | $3,502,000 | -8.0% | 53,873 | +1.6% | 0.54% | -6.6% |
| Q4 2021 | $3,807,000 | +5.6% | 53,010 | -3.6% | 0.57% | -2.2% |
| Q3 2021 | $3,606,000 | -2.7% | 55,007 | -3.8% | 0.59% | -1.5% |
| Q2 2021 | $3,705,000 | +10.0% | 57,209 | +390.1% | 0.60% | +4.0% |
| Q1 2021 | $3,367,000 | -5.2% | 11,672 | -4.8% | 0.57% | -11.8% |
| Q4 2020 | $3,553,000 | – | 12,257 | – | 0.65% | – |
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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% |