ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 131 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,266 | +323.7% | 5,101 | +342.8% | 0.00% | – |
| Q2 2023 | $71,808 | -27.4% | 1,152 | -35.5% | 0.00% | – |
| Q1 2023 | $98,926 | +241.1% | 1,787 | +346.8% | 0.00% | – |
| Q4 2021 | $29,000 | -14.7% | 400 | -23.1% | 0.00% | – |
| Q3 2021 | $34,000 | 0.0% | 520 | 0.0% | 0.00% | – |
| Q2 2021 | $34,000 | +9.7% | 520 | +381.5% | 0.00% | – |
| Q1 2021 | $31,000 | -20.5% | 108 | -18.8% | 0.00% | – |
| Q4 2020 | $39,000 | +3800.0% | 133 | +1800.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | – | 7 | – | 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% |