ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 218 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,704,563 | +2.2% | 20,938 | -5.2% | 0.22% | +2.3% |
| Q1 2024 | $1,667,202 | +4.8% | 22,088 | -5.8% | 0.21% | -0.9% |
| Q4 2023 | $1,590,989 | +13.7% | 23,459 | 0.0% | 0.22% | +2.4% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
| Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
| FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
| Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
| Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
| Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
| Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
| DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
| Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |