ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 86 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,492,594 | -17.5% | 41,787 | -13.8% | 0.00% | 0.0% |
| Q2 2023 | $3,021,812 | +47.4% | 48,472 | +30.9% | 0.00% | – |
| Q1 2023 | $2,049,826 | +24.7% | 37,028 | +9.7% | 0.00% | – |
| Q4 2022 | $1,643,242 | +5.9% | 33,756 | +5.0% | 0.00% | – |
| Q3 2022 | $1,551,000 | -7.8% | 32,147 | -4.2% | 0.00% | – |
| Q2 2022 | $1,682,000 | -39.7% | 33,572 | -21.7% | 0.00% | – |
| Q1 2022 | $2,788,000 | +469.0% | 42,893 | +529.1% | 0.00% | – |
| Q4 2021 | $490,000 | -79.8% | 6,818 | -81.6% | 0.00% | – |
| Q3 2021 | $2,430,000 | +4.4% | 37,063 | +3.2% | 0.00% | – |
| Q2 2021 | $2,327,000 | -14.9% | 35,924 | +278.8% | 0.00% | – |
| Q1 2021 | $2,736,000 | -76.7% | 9,484 | -76.6% | 0.00% | -100.0% |
| Q4 2020 | $11,740,000 | +19.5% | 40,500 | +10.3% | 0.00% | -50.0% |
| Q3 2020 | $9,821,000 | +85.0% | 36,720 | +62.1% | 0.00% | +100.0% |
| Q2 2020 | $5,310,000 | +793.9% | 22,646 | +607.7% | 0.00% | – |
| Q1 2020 | $594,000 | -34.4% | 3,200 | -25.9% | 0.00% | – |
| Q4 2019 | $906,000 | -67.5% | 4,316 | -70.3% | 0.00% | -100.0% |
| Q3 2019 | $2,786,000 | +72.8% | 14,550 | +65.0% | 0.00% | 0.0% |
| Q1 2019 | $1,612,000 | -63.5% | 8,817 | -68.3% | 0.00% | -50.0% |
| Q4 2018 | $4,416,000 | -28.4% | 27,854 | -16.1% | 0.00% | 0.0% |
| Q3 2018 | $6,171,000 | +30.6% | 33,201 | +22.3% | 0.00% | 0.0% |
| Q2 2018 | $4,725,000 | +113.0% | 27,146 | +91.5% | 0.00% | +100.0% |
| Q4 2017 | $2,218,000 | -59.3% | 14,175 | -61.9% | 0.00% | -50.0% |
| Q3 2017 | $5,447,000 | +335.8% | 37,210 | +314.5% | 0.00% | +100.0% |
| Q2 2017 | $1,250,000 | -69.7% | 8,976 | -71.3% | 0.00% | -50.0% |
| Q1 2017 | $4,120,000 | +180.5% | 31,294 | +157.8% | 0.00% | +100.0% |
| Q4 2016 | $1,469,000 | -61.5% | 12,137 | -61.2% | 0.00% | -50.0% |
| Q3 2016 | $3,814,000 | +17.1% | 31,280 | +12.4% | 0.00% | 0.0% |
| Q2 2016 | $3,258,000 | -42.3% | 27,828 | -41.7% | 0.00% | -33.3% |
| Q1 2016 | $5,644,000 | +392.9% | 47,747 | +401.2% | 0.00% | +200.0% |
| Q4 2015 | $1,145,000 | +53.1% | 9,527 | +51.0% | 0.00% | – |
| Q2 2015 | $748,000 | -35.4% | 6,309 | -35.6% | 0.00% | -100.0% |
| Q1 2015 | $1,158,000 | -71.2% | 9,798 | -72.4% | 0.00% | -50.0% |
| Q4 2014 | $4,023,000 | +6.2% | 35,559 | +0.2% | 0.00% | 0.0% |
| Q2 2014 | $3,787,000 | +45.6% | 35,505 | +36.0% | 0.00% | +100.0% |
| Q1 2014 | $2,601,000 | +104.8% | 26,108 | +105.6% | 0.00% | 0.0% |
| Q4 2013 | $1,270,000 | -65.4% | 12,697 | -69.0% | 0.00% | -50.0% |
| Q3 2013 | $3,671,000 | +100.9% | 40,930 | +83.9% | 0.00% | +100.0% |
| Q2 2013 | $1,827,000 | – | 22,253 | – | 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% |