ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $286,846 | +7.9% | 3,523 | 0.0% | 0.12% | 0.0% |
| Q1 2024 | $265,951 | +5.0% | 3,523 | -5.6% | 0.12% | -7.1% |
| Q4 2023 | $253,204 | +110954.4% | 3,733 | -2.2% | 0.13% | -2.3% |
| Q3 2023 | $228 | -4.2% | 3,817 | 0.0% | 0.13% | -3.0% |
| Q2 2023 | $238 | +24.6% | 3,817 | -2.7% | 0.13% | +3.1% |
| Q4 2022 | $191 | -99.9% | 3,922 | +0.2% | 0.13% | -9.7% |
| Q3 2022 | $189,000 | -3.6% | 3,916 | +0.2% | 0.14% | +9.9% |
| Q2 2022 | $196,000 | -24.3% | 3,910 | -1.8% | 0.13% | -7.7% |
| Q1 2022 | $259,000 | -9.4% | 3,983 | +0.1% | 0.14% | -6.0% |
| Q4 2021 | $286,000 | – | 3,980 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Dentgroup LLC | 88,781 | $6,376,000 | 6.01% |
| Aspire Wealth Management Corp | 101,841 | $7,314,000 | 5.92% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,107 | $14,013,000 | 5.32% |
| FAS Wealth Partners, Inc. | 785,874 | $56,441,000 | 5.18% |
| Clearstead Advisors, LLC | 855,188 | $61,420,000 | 4.18% |
| Equitable Holdings, Inc. | 3,187,243 | $228,908,000 | 3.60% |
| Corsicana & Co. | 56,551 | $4,061,000 | 2.46% |
| Fortune 45 LLC | 29,370 | $2,109,000 | 1.85% |
| DB Wealth Management Group, LLC | 38,609 | $2,773,000 | 1.64% |
| Pinnacle Financial Group, LLC / IL | 28,140 | $2,021,000 | 1.56% |