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 | $267 | -99.9% | 4,483 | +0.0% | 0.03% | -5.6% |
| Q2 2023 | $279,464 | +12.8% | 4,482 | +0.1% | 0.04% | -2.7% |
| Q1 2023 | $247,816 | +14.0% | 4,476 | +0.2% | 0.04% | +5.7% |
| Q4 2022 | $217,445 | +1.1% | 4,466 | +0.2% | 0.04% | +94.4% |
| Q3 2022 | $215,000 | -3.2% | 4,456 | +0.2% | 0.02% | -48.6% |
| Q2 2022 | $222,000 | -22.9% | 4,446 | +0.2% | 0.04% | -22.2% |
| Q1 2022 | $288,000 | -9.4% | 4,435 | 0.0% | 0.04% | +275.0% |
| Q4 2021 | $318,000 | +9.7% | 4,435 | +0.1% | 0.01% | -72.7% |
| Q3 2021 | $290,000 | +1.0% | 4,431 | +0.1% | 0.04% | +2.3% |
| Q2 2021 | $287,000 | +12.5% | 4,425 | +400.6% | 0.04% | +4.9% |
| Q1 2021 | $255,000 | -0.4% | 884 | 0.0% | 0.04% | -4.7% |
| Q4 2020 | $256,000 | +8.5% | 884 | +0.1% | 0.04% | -4.4% |
| Q3 2020 | $236,000 | +9.3% | 883 | -4.1% | 0.04% | +4.7% |
| Q2 2020 | $216,000 | +4.3% | 921 | -6.4% | 0.04% | +4.9% |
| Q4 2019 | $207,000 | +3.5% | 984 | -41.9% | 0.04% | -46.1% |
| Q1 2016 | $200,000 | – | 1,694 | – | 0.08% | – |
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% |