ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,250 | -4.3% | 5,000 | 0.0% | 0.19% | -7.4% |
| Q2 2023 | $311,707 | +12.6% | 5,000 | 0.0% | 0.20% | +17.2% |
| Q1 2023 | $276,794 | +13.7% | 5,000 | 0.0% | 0.17% | +3.6% |
| Q4 2022 | $243,400 | +1.0% | 5,000 | 0.0% | 0.17% | -7.2% |
| Q3 2022 | $241,000 | -3.6% | 5,000 | 0.0% | 0.18% | 0.0% |
| Q2 2022 | $250,000 | -23.1% | 5,000 | 0.0% | 0.18% | -17.7% |
| Q1 2022 | $325,000 | -23.9% | 5,000 | -16.0% | 0.22% | -20.0% |
| Q4 2021 | $427,000 | – | 5,950 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |