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 ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |