ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |