ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 233 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $561,231 | +8.0% | 6,893 | +0.1% | 0.43% | +0.2% |
| Q1 2024 | $519,817 | +11.4% | 6,887 | +0.1% | 0.43% | 0.0% |
| Q4 2023 | $466,473 | +14.2% | 6,878 | +0.4% | 0.43% | +4.4% |
| Q3 2023 | $408,559 | -4.3% | 6,850 | 0.0% | 0.41% | -6.0% |
| Q2 2023 | $426,993 | -16.4% | 6,850 | -25.8% | 0.44% | -15.4% |
| Q1 2023 | $510,730 | +14.0% | 9,226 | +0.2% | 0.51% | +4.3% |
| Q4 2022 | $448,135 | -26.8% | 9,206 | -27.4% | 0.49% | -30.6% |
| Q3 2022 | $612,000 | -19.7% | 12,687 | -16.7% | 0.71% | -18.9% |
| Q2 2022 | $762,000 | -48.6% | 15,232 | -33.3% | 0.88% | -37.4% |
| Q1 2022 | $1,483,000 | -29.7% | 22,829 | -22.3% | 1.40% | -24.6% |
| Q4 2021 | $2,109,000 | – | 29,370 | – | 1.85% | – |
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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% |