ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 129 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | -87.5% | 20 | -88.1% | 0.00% | -100.0% |
| Q3 2019 | $32,000 | -61.0% | 168 | -60.8% | 0.00% | -57.1% |
| Q2 2019 | $82,000 | -30.5% | 429 | -33.3% | 0.01% | -36.4% |
| Q1 2019 | $118,000 | -13.9% | 643 | -25.5% | 0.01% | -21.4% |
| Q4 2018 | $137,000 | -50.5% | 863 | -42.2% | 0.01% | -46.2% |
| Q3 2018 | $277,000 | +207.8% | 1,493 | +190.5% | 0.03% | +188.9% |
| Q2 2018 | $90,000 | – | 514 | – | 0.01% | – |
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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% |