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 | $5,101,274 | -43.9% | 85,520 | -41.4% | 0.00% | -50.0% |
| Q2 2023 | $9,098,629 | +15.4% | 145,948 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $7,882,436 | +122.1% | 142,388 | +95.3% | 0.00% | +100.0% |
| Q4 2022 | $3,549,148 | +27.7% | 72,908 | +26.5% | 0.00% | 0.0% |
| Q3 2022 | $2,780,000 | +12.5% | 57,615 | +16.7% | 0.00% | +100.0% |
| Q2 2022 | $2,472,000 | -23.0% | 49,357 | -0.0% | 0.00% | -50.0% |
| Q1 2022 | $3,209,000 | -10.2% | 49,376 | -0.7% | 0.00% | 0.0% |
| Q4 2021 | $3,573,000 | +7.6% | 49,744 | -1.8% | 0.00% | 0.0% |
| Q3 2021 | $3,320,000 | -2.9% | 50,652 | -4.1% | 0.00% | 0.0% |
| Q2 2021 | $3,420,000 | +10.7% | 52,806 | +393.0% | 0.00% | 0.0% |
| Q1 2021 | $3,090,000 | +44.7% | 10,711 | +45.4% | 0.00% | 0.0% |
| Q4 2020 | $2,136,000 | +4.1% | 7,367 | -3.9% | 0.00% | 0.0% |
| Q3 2020 | $2,051,000 | -20.4% | 7,667 | -30.2% | 0.00% | -33.3% |
| Q2 2020 | $2,576,000 | +34.4% | 10,987 | +6.4% | 0.00% | +50.0% |
| Q1 2020 | $1,917,000 | +6.9% | 10,322 | +20.9% | 0.00% | 0.0% |
| Q4 2019 | $1,793,000 | +0.1% | 8,540 | -8.7% | 0.00% | 0.0% |
| Q3 2019 | $1,792,000 | -25.1% | 9,358 | -25.0% | 0.00% | -33.3% |
| Q2 2019 | $2,393,000 | -0.9% | 12,476 | -5.5% | 0.00% | 0.0% |
| Q1 2019 | $2,414,000 | -52.9% | 13,205 | -59.1% | 0.00% | -62.5% |
| Q4 2018 | $5,124,000 | +82.9% | 32,319 | +101.4% | 0.01% | +33.3% |
| Q2 2018 | $2,802,000 | +8.0% | 16,047 | +1.3% | 0.01% | -14.3% |
| Q1 2018 | $2,595,000 | +3.2% | 15,836 | -1.5% | 0.01% | +16.7% |
| Q4 2017 | $2,515,000 | +637.5% | 16,071 | +474.8% | 0.01% | +500.0% |
| Q3 2016 | $341,000 | -9.5% | 2,796 | -13.3% | 0.00% | -50.0% |
| Q2 2016 | $377,000 | -11.3% | 3,224 | -10.4% | 0.00% | 0.0% |
| Q1 2016 | $425,000 | +12.4% | 3,597 | +14.6% | 0.00% | 0.0% |
| Q4 2015 | $378,000 | +1.3% | 3,138 | -5.8% | 0.00% | 0.0% |
| Q3 2015 | $373,000 | -94.5% | 3,331 | -94.1% | 0.00% | -93.8% |
| Q2 2015 | $6,731,000 | +550.3% | 56,724 | +547.8% | 0.03% | +540.0% |
| Q1 2015 | $1,035,000 | +6800.0% | 8,756 | +6483.5% | 0.01% | – |
| Q4 2014 | $15,000 | +7.1% | 133 | 0.0% | 0.00% | – |
| Q3 2014 | $14,000 | +40.0% | 133 | +37.1% | 0.00% | – |
| Q2 2014 | $10,000 | -78.7% | 97 | -79.4% | 0.00% | -100.0% |
| Q1 2014 | $47,000 | 0.0% | 471 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $47,000 | +11.9% | 471 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $42,000 | +7.7% | 471 | +0.2% | 0.00% | 0.0% |
| Q2 2013 | $39,000 | – | 470 | – | 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% |