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 | $733,334 | +11.0% | 12,055 | -1.1% | 0.35% | +5.2% |
| Q1 2023 | $660,433 | +5.7% | 12,193 | -0.5% | 0.33% | +1.9% |
| Q4 2022 | $624,993 | -8.2% | 12,260 | -14.4% | 0.32% | -25.4% |
| Q3 2022 | $681,000 | -9.3% | 14,322 | -1.4% | 0.43% | +3.8% |
| Q2 2022 | $751,000 | -28.1% | 14,526 | -9.6% | 0.42% | -13.8% |
| Q1 2022 | $1,045,000 | -15.2% | 16,074 | -6.3% | 0.48% | -11.0% |
| Q4 2021 | $1,232,000 | +4.4% | 17,148 | +0.1% | 0.54% | -1.3% |
| Q3 2021 | $1,180,000 | +15.5% | 17,135 | +8.6% | 0.55% | +10.9% |
| Q2 2021 | $1,022,000 | +4.7% | 15,783 | +402.3% | 0.50% | +1.8% |
| Q1 2021 | $976,000 | +10.0% | 3,142 | -5.2% | 0.49% | -15.9% |
| Q3 2020 | $887,000 | +51.1% | 3,316 | +32.5% | 0.58% | +38.4% |
| Q2 2020 | $587,000 | +150.9% | 2,503 | +98.3% | 0.42% | +103.4% |
| Q1 2020 | $234,000 | -12.7% | 1,262 | -1.0% | 0.21% | +16.4% |
| Q4 2019 | $268,000 | -33.3% | 1,275 | -39.2% | 0.18% | -36.3% |
| Q3 2019 | $402,000 | -1.5% | 2,097 | -1.4% | 0.28% | +1.5% |
| Q2 2019 | $408,000 | +20.0% | 2,127 | +14.4% | 0.27% | +15.1% |
| Q1 2019 | $340,000 | – | 1,860 | – | 0.24% | – |
Download | ||||||
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% |