ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $30,192 | -2.0% | 400 | -9.7% | 0.00% | 0.0% |
| Q4 2023 | $30,816 | +16.6% | 443 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $26,425 | -4.3% | 443 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $27,617 | +12.6% | 443 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24,524 | +1226100.0% | 443 | +930.2% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 43 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -91.3% | 43 | -90.5% | 0.00% | -100.0% |
| Q2 2022 | $23,000 | -85.0% | 453 | -80.7% | 0.00% | -75.0% |
| Q1 2022 | $153,000 | -9.5% | 2,353 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $169,000 | -23.5% | 2,353 | -30.1% | 0.00% | -33.3% |
| Q3 2021 | $221,000 | +1.4% | 3,366 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $218,000 | +63.9% | 3,366 | +628.6% | 0.01% | +50.0% |
| Q1 2021 | $133,000 | – | 462 | – | 0.00% | – |
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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% |