ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 233 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,546,874 | -3.3% | 43,568 | -10.3% | 2.86% | -5.8% |
| Q1 2024 | $3,667,216 | +1.7% | 48,585 | -8.7% | 3.04% | -5.3% |
| Q4 2023 | $3,607,410 | -5.7% | 53,191 | -17.0% | 3.20% | +13.6% |
| Q3 2023 | $3,824,394 | -5.6% | 64,114 | -1.3% | 2.82% | -3.7% |
| Q2 2023 | $4,050,464 | +17.1% | 64,972 | +4.0% | 2.93% | +5.5% |
| Q1 2023 | $3,458,748 | +16.8% | 62,479 | +2.7% | 2.78% | +8.7% |
| Q4 2022 | $2,961,138 | -2.8% | 60,829 | -5.0% | 2.56% | -16.5% |
| Q3 2022 | $3,047,000 | -6.9% | 64,035 | -2.0% | 3.06% | -16.0% |
| Q2 2022 | $3,272,000 | -43.9% | 65,328 | -27.2% | 3.64% | -35.2% |
| Q1 2022 | $5,834,000 | -8.5% | 89,756 | +1.1% | 5.62% | -6.5% |
| Q4 2021 | $6,376,000 | – | 88,781 | – | 6.01% | – |
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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% |