ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,513 | -4.3% | 4,250 | 0.0% | 0.08% | -6.7% |
| Q2 2023 | $264,951 | +12.6% | 4,250 | 0.0% | 0.09% | +2.3% |
| Q1 2023 | $235,275 | +13.7% | 4,250 | 0.0% | 0.09% | +19.2% |
| Q4 2022 | $206,890 | +0.9% | 4,250 | 0.0% | 0.07% | -5.2% |
| Q3 2022 | $205,000 | -3.8% | 4,250 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $213,000 | -22.8% | 4,250 | 0.0% | 0.08% | -12.4% |
| Q1 2022 | $276,000 | -9.5% | 4,250 | 0.0% | 0.09% | -13.6% |
| Q4 2021 | $305,000 | +9.3% | 4,250 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $279,000 | +1.5% | 4,250 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $275,000 | +12.2% | 4,250 | +400.0% | 0.10% | +9.6% |
| Q1 2021 | $245,000 | -0.4% | 850 | 0.0% | 0.09% | -2.1% |
| Q4 2020 | $246,000 | +8.4% | 850 | 0.0% | 0.10% | +9.1% |
| Q3 2020 | $227,000 | +39.3% | 850 | 0.0% | 0.09% | +33.3% |
| Q3 2019 | $163,000 | – | 850 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
| Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
| FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
| Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
| Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
| Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
| Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
| Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
| Surevest, LLC | 81,878 | $4,101,000 | 1.08% |