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 | $455,308 | -4.3% | 7,632 | 0.0% | 0.36% | +0.8% |
Q2 2023 | $475,849 | +6.3% | 7,632 | -5.6% | 0.36% | +9.8% |
Q1 2023 | $447,601 | +31.5% | 8,085 | +15.6% | 0.33% | +24.2% |
Q4 2022 | $340,417 | -34.9% | 6,993 | -13.1% | 0.26% | -34.5% |
Q1 2022 | $523,000 | -4.6% | 8,045 | +5.5% | 0.40% | -4.5% |
Q4 2021 | $548,000 | – | 7,622 | – | 0.42% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
Surevest, LLC | 81,878 | $4,101,000 | 1.08% |