ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,692 | -16.8% | 1,319 | -13.1% | 0.01% | -18.2% |
| Q2 2023 | $94,617 | +29.3% | 1,518 | +14.8% | 0.01% | +10.0% |
| Q1 2023 | $73,168 | +13.9% | 1,322 | +0.2% | 0.01% | +11.1% |
| Q4 2022 | $64,262 | +0.4% | 1,320 | +0.2% | 0.01% | -10.0% |
| Q3 2022 | $64,000 | -3.0% | 1,318 | +0.1% | 0.01% | -9.1% |
| Q2 2022 | $66,000 | -23.3% | 1,317 | +0.1% | 0.01% | -15.4% |
| Q1 2022 | $86,000 | -8.5% | 1,316 | +0.1% | 0.01% | -7.1% |
| Q4 2021 | $94,000 | +9.3% | 1,315 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $86,000 | -28.9% | 1,314 | -29.6% | 0.01% | -33.3% |
| Q2 2021 | $121,000 | +12.0% | 1,866 | +400.3% | 0.02% | 0.0% |
| Q1 2021 | $108,000 | 0.0% | 373 | 0.0% | 0.02% | -8.7% |
| Q4 2020 | $108,000 | +8.0% | 373 | 0.0% | 0.02% | -8.0% |
| Q3 2020 | $100,000 | +14.9% | 373 | +0.3% | 0.02% | -3.8% |
| Q2 2020 | $87,000 | – | 372 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 823,195 | $40,073 | 13.36% |
| Aspire Wealth Management Corp | 104,068 | $5,066,051 | 4.41% |
| FAS Wealth Partners, Inc. | 692,043 | $33,688,662 | 3.82% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 168,535 | $8,204,304 | 3.44% |
| Ipsen Advisor Group LLC | 57,652 | $2,806,512 | 3.24% |
| Equitable Holdings, Inc. | 3,438,738 | $167,397,766 | 2.91% |
| Sunburst Financial Group, LLC | 144,396 | $7,029,197 | 2.80% |
| Dentgroup LLC | 60,829 | $2,961,138 | 2.56% |
| Madison Wealth Partners, Inc | 35,768 | $1,741,210 | 1.02% |
| Brand Asset Management Group, Inc. | 38,135 | $1,856,426 | 0.94% |