ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,981,276 | -4.7% | 100,273 | -0.4% | 4.55% | -4.2% |
| Q2 2023 | $6,274,611 | +12.5% | 100,649 | -0.1% | 4.75% | +4.8% |
| Q1 2023 | $5,575,173 | +10.0% | 100,710 | -3.2% | 4.53% | +2.6% |
| Q4 2022 | $5,066,051 | -0.5% | 104,068 | -1.3% | 4.41% | -8.0% |
| Q3 2022 | $5,089,000 | -3.9% | 105,441 | -0.2% | 4.80% | -1.6% |
| Q2 2022 | $5,294,000 | -22.5% | 105,696 | +0.5% | 4.88% | -9.8% |
| Q1 2022 | $6,834,000 | -6.6% | 105,142 | +3.2% | 5.41% | -8.7% |
| Q4 2021 | $7,314,000 | – | 101,841 | – | 5.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |