ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |