ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $98 | +7.7% | 1,200 | 0.0% | 0.05% | -9.1% |
| Q1 2024 | $91 | +11.0% | 1,200 | 0.0% | 0.06% | 0.0% |
| Q4 2023 | $82 | +13.9% | 1,200 | 0.0% | 0.06% | +1.9% |
| Q3 2023 | $72 | -4.0% | 1,200 | 0.0% | 0.05% | -3.6% |
| Q2 2023 | $75 | +11.9% | 1,200 | 0.0% | 0.06% | +1.8% |
| Q1 2023 | $67 | +13.6% | 1,200 | 0.0% | 0.06% | +5.8% |
| Q4 2022 | $59 | -99.9% | 1,200 | -23.8% | 0.05% | -29.7% |
| Q3 2022 | $76,000 | -3.8% | 1,575 | 0.0% | 0.07% | +2.8% |
| Q2 2022 | $79,000 | -23.3% | 1,575 | 0.0% | 0.07% | -12.2% |
| Q1 2022 | $103,000 | – | 1,575 | – | 0.08% | – |
Download | ||||||
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% |