Red Tortoise LLC - ISHARES TR ownership

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
Red Tortoise LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$361,559
-4.3%
6,0610.0%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%
6,0400.0%0.20%
-18.4%
Q2 2022$303,000
-22.9%
6,0400.0%0.25%
-15.8%
Q1 2022$393,000
-9.4%
6,0400.0%0.30%
-1.0%
Q4 2021$434,000
+49.1%
6,0400.0%0.30%
+32.2%
Q3 2021$291,0006,0400.23%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Clearstead Trust, LLC 774,478$48,282,03715.50%
FAS Wealth Partners, Inc. 708,369$44,160,7605.59%
Aspire Wealth Management Corp 100,649$6,274,6114.75%
Sanctuary Wealth Management, L.L.C. 63,860$3,981,1224.21%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 158,071$9,854,3823.40%
Sunburst Financial Group, LLC 145,103$9,045,9243.16%
Dentgroup LLC 64,972$4,050,4642.93%
Equitable Holdings, Inc. 3,265,338$203,565,7432.93%
Strategic Financial Concepts, LLC 55,683$3,471,3551.28%
Madison Wealth Partners, Inc 43,642$2,720,7001.27%
View complete list of ISHARES TR shareholders