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 | $1,954,730 | -4.2% | 32,770 | 0.0% | 0.20% | -1.9% |
| Q2 2023 | $2,040,260 | +7.2% | 32,770 | -4.7% | 0.21% | +1.5% |
| Q1 2023 | $1,903,844 | +14.1% | 34,391 | +0.4% | 0.20% | +6.2% |
| Q4 2022 | $1,668,263 | -99.9% | 34,270 | -4.5% | 0.19% | -9.0% |
| Q3 2022 | $1,731,086,000 | -29.0% | 35,870 | -4.4% | 0.21% | -11.0% |
| Q1 2022 | $2,439,450,000 | -9.5% | 37,530 | 0.0% | 0.24% | -5.2% |
| Q4 2021 | $2,695,404,000 | +9.6% | 37,530 | 0.0% | 0.25% | -2.3% |
| Q3 2021 | $2,460,091,000 | +1.2% | 37,530 | 0.0% | 0.26% | 0.0% |
| Q2 2021 | $2,430,442,000 | +12.2% | 37,530 | +400.0% | 0.26% | -2.7% |
| Q1 2021 | $2,165,255,000 | -6.7% | 7,506 | -6.2% | 0.26% | -14.1% |
| Q4 2020 | $2,320,779,000 | +7.1% | 8,006 | -1.2% | 0.31% | -5.6% |
| Q3 2020 | $2,167,674,000 | +14.1% | 8,105 | 0.0% | 0.32% | -0.3% |
| Q2 2020 | $1,900,460,000 | +20.3% | 8,105 | -4.7% | 0.32% | -2.7% |
| Q1 2020 | $1,579,804,000 | -11.5% | 8,505 | 0.0% | 0.33% | +13.6% |
| Q4 2019 | $1,785,710,000 | +0.4% | 8,505 | -8.5% | 0.29% | -8.7% |
| Q3 2019 | $1,778,961,000 | – | 9,292 | – | 0.32% | – |
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% |