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 | $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 ↓ |
|---|---|---|---|
| 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% |