ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,713 | +3.6% | 425 | 0.0% | 0.00% | – |
| Q3 2022 | $20,000 | -4.8% | 425 | +0.2% | 0.00% | – |
| Q2 2022 | $21,000 | -22.2% | 424 | +0.2% | 0.00% | – |
| Q1 2022 | $27,000 | -18.2% | 423 | -8.0% | 0.00% | – |
| Q4 2021 | $33,000 | +10.0% | 460 | +0.2% | 0.00% | – |
| Q3 2021 | $30,000 | +11.1% | 459 | +9.0% | 0.00% | – |
| Q2 2021 | $27,000 | 0.0% | 421 | +352.7% | 0.00% | – |
| Q1 2021 | $27,000 | 0.0% | 93 | 0.0% | 0.00% | – |
| Q4 2020 | $27,000 | +3.8% | 93 | -3.1% | 0.00% | – |
| Q3 2020 | $26,000 | +13.0% | 96 | 0.0% | 0.00% | – |
| Q2 2020 | $23,000 | +1050.0% | 96 | +700.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 12 | -14.3% | 0.00% | – |
| Q4 2019 | $3,000 | +200.0% | 14 | +250.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -98.6% | 4 | -99.1% | 0.00% | – |
| Q4 2018 | $71,000 | -15.5% | 450 | 0.0% | 0.00% | – |
| Q3 2018 | $84,000 | +6.3% | 450 | 0.0% | 0.00% | – |
| Q2 2018 | $79,000 | +6.8% | 450 | 0.0% | 0.00% | – |
| Q1 2018 | $74,000 | – | 450 | – | 0.00% | – |
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% |