ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,595,686 | -38.0% | 26,724 | -35.3% | 0.02% | -37.1% |
| Q2 2023 | $2,573,540 | +22.2% | 41,281 | +8.5% | 0.04% | +12.9% |
| Q1 2023 | $2,106,797 | +83.5% | 38,057 | +61.4% | 0.03% | +72.2% |
| Q4 2022 | $1,148,154 | -13.8% | 23,586 | -14.6% | 0.02% | -21.7% |
| Q3 2022 | $1,332,666 | +97.1% | 27,614 | +104.6% | 0.02% | +76.9% |
| Q2 2022 | $676,000 | -55.9% | 13,497 | -42.8% | 0.01% | -50.0% |
| Q1 2022 | $1,534,000 | – | 23,602 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |