ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $554,805 | -4.5% | 9,301 | -0.2% | 0.12% | +12.5% |
| Q2 2023 | $580,710 | +12.6% | 9,315 | 0.0% | 0.10% | +2.0% |
| Q1 2023 | $515,667 | +13.7% | 9,315 | 0.0% | 0.10% | +1.0% |
| Q4 2022 | $453,454 | +0.8% | 9,315 | 0.0% | 0.10% | -10.6% |
| Q3 2022 | $450,000 | -3.6% | 9,315 | 0.0% | 0.11% | +4.6% |
| Q2 2022 | $467,000 | -22.8% | 9,315 | 0.0% | 0.11% | -2.7% |
| Q1 2022 | $605,000 | -10.0% | 9,315 | -0.4% | 0.11% | -45.3% |
| Q4 2021 | $672,000 | -45.2% | 9,355 | -50.0% | 0.20% | -71.0% |
| Q3 2021 | $1,226,000 | +102.3% | 18,710 | +100.0% | 0.70% | +393.7% |
| Q2 2021 | $606,000 | +12.2% | 9,355 | +400.0% | 0.14% | -15.0% |
| Q1 2021 | $540,000 | +77.6% | 1,871 | +78.2% | 0.17% | +87.6% |
| Q4 2020 | $304,000 | +7.4% | 1,050 | -0.7% | 0.09% | +20.3% |
| Q3 2020 | $283,000 | -11.3% | 1,057 | -38.3% | 0.07% | -63.4% |
| Q3 2018 | $319,000 | +6.7% | 1,714 | 0.0% | 0.20% | -14.4% |
| Q2 2018 | $299,000 | +0.7% | 1,714 | -5.5% | 0.24% | +4.4% |
| Q1 2018 | $297,000 | +4.6% | 1,814 | -0.2% | 0.23% | -3.8% |
| Q4 2017 | $284,000 | – | 1,817 | – | 0.24% | – |
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% |