ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221 | -7.9% | 3,696 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $240 | +6.2% | 3,852 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $226 | -87.5% | 4,087 | -89.0% | 0.00% | -85.7% |
| Q4 2022 | $1,807 | -99.9% | 37,121 | -1.2% | 0.01% | -12.5% |
| Q3 2022 | $1,813,000 | -30.5% | 37,570 | -27.0% | 0.01% | -33.3% |
| Q2 2022 | $2,608,000 | -19.7% | 51,459 | +2.9% | 0.01% | -14.3% |
| Q1 2022 | $3,249,000 | +10.2% | 49,987 | +21.8% | 0.01% | +27.3% |
| Q4 2021 | $2,949,000 | +45.2% | 41,055 | +32.5% | 0.01% | +22.2% |
| Q3 2021 | $2,031,000 | +15.5% | 30,982 | +14.1% | 0.01% | +12.5% |
| Q2 2021 | $1,759,000 | +26.7% | 27,163 | +464.6% | 0.01% | +14.3% |
| Q1 2021 | $1,388,000 | -43.6% | 4,811 | -43.3% | 0.01% | -41.7% |
| Q4 2020 | $2,461,000 | +2.9% | 8,490 | -5.0% | 0.01% | -14.3% |
| Q3 2020 | $2,391,000 | -24.8% | 8,939 | -34.1% | 0.01% | -30.0% |
| Q2 2020 | $3,180,000 | +1031.7% | 13,560 | +795.0% | 0.02% | +900.0% |
| Q1 2020 | $281,000 | -11.6% | 1,515 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $318,000 | +9.7% | 1,515 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $290,000 | +6.2% | 1,515 | +6.4% | 0.00% | 0.0% |
| Q2 2019 | $273,000 | -17.3% | 1,424 | -21.2% | 0.00% | -33.3% |
| Q1 2019 | $330,000 | – | 1,807 | – | 0.00% | – |
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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% |