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 | $4,324,995 | +2.8% | 72,501 | +7.5% | 0.01% | +9.1% |
| Q2 2023 | $4,206,089 | +124303.7% | 67,468 | +10.5% | 0.01% | +10.0% |
| Q1 2023 | $3,381 | +7.7% | 61,074 | -5.3% | 0.01% | 0.0% |
| Q4 2022 | $3,138 | -99.7% | 64,463 | +207.7% | 0.01% | +150.0% |
| Q3 2022 | $1,011,000 | +11.3% | 20,952 | +15.6% | 0.00% | 0.0% |
| Q2 2022 | $908,000 | -27.8% | 18,126 | -6.3% | 0.00% | -20.0% |
| Q1 2022 | $1,257,000 | -2.1% | 19,340 | +8.2% | 0.01% | 0.0% |
| Q4 2021 | $1,284,000 | +14.4% | 17,879 | +4.5% | 0.01% | -16.7% |
| Q3 2021 | $1,122,000 | +29.0% | 17,111 | +27.3% | 0.01% | +20.0% |
| Q2 2021 | $870,000 | +69.9% | 13,440 | +403.9% | 0.01% | -16.7% |
| Q2 2019 | $512,000 | +4.9% | 2,667 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $488,000 | +15.4% | 2,667 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $423,000 | -14.7% | 2,667 | 0.0% | 0.01% | -38.5% |
| Q3 2018 | $496,000 | +11.0% | 2,667 | +4.2% | 0.01% | 0.0% |
| Q2 2018 | $447,000 | +2.5% | 2,559 | -3.7% | 0.01% | -18.8% |
| Q1 2018 | $436,000 | +9.0% | 2,658 | +3.9% | 0.02% | +6.7% |
| Q4 2017 | $400,000 | – | 2,559 | – | 0.02% | – |
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% |