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 | $424,406 | -44.2% | 7,100 | -41.8% | 0.16% | -43.7% |
| Q2 2023 | $760,167 | +18.0% | 12,194 | +4.8% | 0.29% | +22.2% |
| Q1 2023 | $644,264 | +0.2% | 11,638 | -11.9% | 0.23% | +3.5% |
| Q4 2022 | $643,051 | -99.9% | 13,209 | +1.0% | 0.23% | -4.6% |
| Q3 2022 | $631,088,000 | +104212.1% | 13,076 | +8.2% | 0.24% | +5.8% |
| Q2 2022 | $605,000 | -38.9% | 12,081 | -20.7% | 0.22% | -28.0% |
| Q1 2022 | $990,000 | -16.6% | 15,233 | -7.9% | 0.31% | -14.6% |
| Q4 2021 | $1,187,000 | +33.4% | 16,533 | +21.7% | 0.36% | +23.0% |
| Q3 2021 | $890,000 | – | 13,580 | – | 0.30% | – |
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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% |