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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,623,000,000 | +5.0% | 13,747 | +7.0% | 0.01% | 0.0% |
| Q4 2015 | $1,545,000,000 | +149031.3% | 12,843 | +39.0% | 0.01% | +20.0% |
| Q3 2015 | $1,036,000 | -99.9% | 9,242 | +26.2% | 0.01% | +66.7% |
| Q2 2015 | $869,385,000 | -13.2% | 7,326 | -13.6% | 0.00% | -25.0% |
| Q1 2015 | $1,002,084,000 | -81.6% | 8,475 | -82.4% | 0.00% | -83.3% |
| Q4 2014 | $5,452,090,000 | +58.5% | 48,177 | +52.4% | 0.02% | +60.0% |
| Q3 2014 | $3,440,245,000 | +491.9% | 31,617 | +480.1% | 0.02% | +400.0% |
| Q2 2014 | $581,242,000 | +0.6% | 5,450 | -6.1% | 0.00% | 0.0% |
| Q1 2014 | $578,037,000 | +3.1% | 5,803 | +3.2% | 0.00% | 0.0% |
| Q4 2013 | $560,569,000 | +12.0% | 5,622 | +0.8% | 0.00% | 0.0% |
| Q3 2013 | $500,291,000 | +69.1% | 5,578 | +54.8% | 0.00% | +50.0% |
| Q2 2013 | $295,889,000 | – | 3,604 | – | 0.00% | – |
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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% |