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 | $5,070 | -99.6% | 85 | -99.6% | 0.00% | -100.0% |
| Q2 2023 | $1,203,999 | +1308.6% | 19,313 | +1150.8% | 0.01% | – |
| Q1 2023 | $85,474 | -88.3% | 1,544 | -89.8% | 0.00% | -100.0% |
| Q4 2022 | $733,621 | -65.0% | 15,070 | -53.3% | 0.00% | -66.7% |
| Q1 2022 | $2,098,000 | +69833.3% | 32,275 | +71622.2% | 0.01% | – |
| Q4 2021 | $3,000 | +200.0% | 45 | +275.0% | 0.00% | – |
| Q3 2021 | $1,000 | -50.0% | 12 | -67.6% | 0.00% | – |
| Q2 2021 | $2,000 | -66.7% | 37 | -21.3% | 0.00% | – |
| Q4 2016 | $6,000 | -33.3% | 47 | -38.2% | 0.00% | – |
| Q3 2016 | $9,000 | – | 76 | – | 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% |