ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 169 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,276,250 | -3.5% | 71,689 | +0.8% | 0.00% | 0.0% |
| Q2 2023 | $4,433,161 | +36.1% | 71,111 | +20.9% | 0.00% | +33.3% |
| Q1 2023 | $3,256,320 | +14.7% | 58,822 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $2,838,585 | +45.7% | 58,311 | +44.4% | 0.00% | +50.0% |
| Q3 2022 | $1,948,000 | -10.3% | 40,371 | -6.9% | 0.00% | 0.0% |
| Q2 2022 | $2,172,000 | -22.1% | 43,361 | +1.1% | 0.00% | 0.0% |
| Q1 2022 | $2,787,000 | -5.0% | 42,872 | +4.9% | 0.00% | 0.0% |
| Q4 2021 | $2,935,000 | +17.8% | 40,861 | +7.5% | 0.00% | 0.0% |
| Q3 2021 | $2,491,000 | -0.3% | 37,996 | -1.5% | 0.00% | 0.0% |
| Q2 2021 | $2,498,000 | +8.7% | 38,569 | +384.0% | 0.00% | 0.0% |
| Q1 2021 | $2,299,000 | -31.6% | 7,968 | -31.3% | 0.00% | -50.0% |
| Q4 2020 | $3,362,000 | -26.9% | 11,596 | -32.6% | 0.00% | -33.3% |
| Q3 2020 | $4,601,000 | -54.4% | 17,202 | -60.0% | 0.01% | -57.1% |
| Q2 2020 | $10,083,000 | +161.1% | 42,998 | +106.8% | 0.01% | +133.3% |
| Q1 2020 | $3,862,000 | +94.7% | 20,789 | +120.1% | 0.01% | +100.0% |
| Q4 2019 | $1,984,000 | -19.5% | 9,447 | -26.6% | 0.00% | 0.0% |
| Q3 2019 | $2,464,000 | +14.6% | 12,873 | +14.9% | 0.00% | 0.0% |
| Q2 2019 | $2,150,000 | +22.6% | 11,205 | +16.8% | 0.00% | 0.0% |
| Q1 2019 | $1,754,000 | -19.5% | 9,595 | -30.2% | 0.00% | -25.0% |
| Q4 2018 | $2,178,000 | -60.7% | 13,737 | -53.9% | 0.00% | -55.6% |
| Q3 2018 | $5,542,000 | +440.7% | 29,816 | +408.3% | 0.01% | +350.0% |
| Q2 2018 | $1,025,000 | +13.0% | 5,866 | +6.0% | 0.00% | 0.0% |
| Q1 2018 | $907,000 | +77.1% | 5,535 | +69.1% | 0.00% | +100.0% |
| Q4 2017 | $512,000 | +35.8% | 3,274 | +27.2% | 0.00% | 0.0% |
| Q3 2017 | $377,000 | +7.1% | 2,573 | +1.7% | 0.00% | 0.0% |
| Q2 2017 | $352,000 | +7.0% | 2,531 | +1.3% | 0.00% | 0.0% |
| Q1 2017 | $329,000 | -1.2% | 2,498 | -9.3% | 0.00% | 0.0% |
| Q4 2016 | $333,000 | -10.0% | 2,755 | -9.1% | 0.00% | 0.0% |
| Q3 2016 | $370,000 | +4.8% | 3,031 | +0.5% | 0.00% | 0.0% |
| Q2 2016 | $353,000 | -54.0% | 3,017 | -53.5% | 0.00% | -66.7% |
| Q1 2016 | $767,000 | – | 6,490 | – | 0.00% | – |
Download | ||||||
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% |