ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,559 | -4.3% | 6,061 | 0.0% | 0.24% | +2.1% |
| Q2 2023 | $377,872 | +12.8% | 6,061 | +0.1% | 0.24% | +5.3% |
| Q1 2023 | $335,088 | +14.0% | 6,053 | +0.2% | 0.22% | +10.3% |
| Q4 2022 | $294,027 | -3.0% | 6,040 | 0.0% | 0.20% | -18.4% |
| Q2 2022 | $303,000 | -22.9% | 6,040 | 0.0% | 0.25% | -15.8% |
| Q1 2022 | $393,000 | -9.4% | 6,040 | 0.0% | 0.30% | -1.0% |
| Q4 2021 | $434,000 | +49.1% | 6,040 | 0.0% | 0.30% | +32.2% |
| Q3 2021 | $291,000 | – | 6,040 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |