ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 199 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 2022 | $2,153,000 | -9.1% | 44,613 | -5.7% | 1.81% | -3.2% |
| Q2 2022 | $2,369,000 | -36.9% | 47,286 | -18.1% | 1.87% | -23.0% |
| Q1 2022 | $3,755,000 | -7.5% | 57,763 | +2.1% | 2.43% | -0.9% |
| Q4 2021 | $4,061,000 | +11.1% | 56,551 | +1.4% | 2.46% | +5.5% |
| Q3 2021 | $3,655,000 | +2.8% | 55,758 | +1.5% | 2.33% | +3.7% |
| Q2 2021 | $3,557,000 | – | 54,930 | – | 2.25% | – |
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% |