ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,435,477 | -4.3% | 24,065 | 0.0% | 0.85% | +0.2% |
| Q2 2023 | $1,500,246 | +12.6% | 24,065 | 0.0% | 0.85% | +7.2% |
| Q1 2023 | $1,332,210 | +13.7% | 24,065 | 0.0% | 0.80% | -4.0% |
| Q4 2022 | $1,171,484 | -3.3% | 24,065 | -4.1% | 0.83% | -21.0% |
| Q3 2022 | $1,211,000 | -3.7% | 25,095 | 0.0% | 1.05% | -2.1% |
| Q2 2022 | $1,257,000 | -23.0% | 25,095 | -0.1% | 1.07% | -19.0% |
| Q1 2022 | $1,632,000 | -19.2% | 25,110 | -10.8% | 1.32% | -15.4% |
| Q4 2021 | $2,021,000 | – | 28,140 | – | 1.56% | – |
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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% |