ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,029,055 | +62.2% | 184,896 | +69.5% | 0.02% | +66.7% |
| Q2 2023 | $6,798,588 | +7.3% | 109,054 | -4.7% | 0.01% | 0.0% |
| Q1 2023 | $6,333,542 | -6.4% | 114,409 | -17.7% | 0.01% | -14.3% |
| Q4 2022 | $6,764,837 | +53.1% | 138,960 | +51.7% | 0.01% | +40.0% |
| Q3 2022 | $4,419,000 | -5.4% | 91,576 | -1.8% | 0.01% | 0.0% |
| Q2 2022 | $4,671,000 | -75.5% | 93,256 | -68.3% | 0.01% | -72.2% |
| Q1 2022 | $19,094,000 | -6.9% | 293,751 | +2.9% | 0.04% | -5.3% |
| Q4 2021 | $20,509,000 | +11.0% | 285,564 | +1.3% | 0.04% | +2.7% |
| Q3 2021 | $18,477,000 | +0.5% | 281,877 | -0.7% | 0.04% | 0.0% |
| Q2 2021 | $18,384,000 | +37.5% | 283,889 | +512.5% | 0.04% | +23.3% |
| Q1 2021 | $13,371,000 | -49.7% | 46,347 | -49.5% | 0.03% | -54.5% |
| Q4 2020 | $26,589,000 | +16.2% | 91,719 | +7.2% | 0.07% | +1.5% |
| Q3 2020 | $22,877,000 | -8.7% | 85,538 | -20.0% | 0.06% | -18.8% |
| Q2 2020 | $25,068,000 | +319.0% | 106,906 | +275.2% | 0.08% | +321.1% |
| Q4 2019 | $5,983,000 | +1.0% | 28,493 | -7.9% | 0.02% | -13.6% |
| Q3 2019 | $5,926,000 | +18.1% | 30,949 | +18.3% | 0.02% | +15.8% |
| Q2 2019 | $5,019,000 | -13.2% | 26,159 | -17.3% | 0.02% | -20.8% |
| Q1 2019 | $5,785,000 | -85.1% | 31,638 | -87.1% | 0.02% | -88.2% |
| Q4 2018 | $38,824,000 | +343.7% | 244,880 | +420.1% | 0.20% | +410.0% |
| Q3 2018 | $8,751,000 | +48.7% | 47,079 | +39.8% | 0.04% | +33.3% |
| Q2 2018 | $5,884,000 | -26.8% | 33,677 | -31.3% | 0.03% | -34.8% |
| Q1 2018 | $8,040,000 | +151.7% | 49,056 | +124.9% | 0.05% | +130.0% |
| Q3 2017 | $3,194,000 | +6.9% | 21,808 | +1.6% | 0.02% | -4.8% |
| Q2 2017 | $2,988,000 | +260.0% | 21,458 | +240.3% | 0.02% | +250.0% |
| Q1 2017 | $830,000 | +6.7% | 6,305 | -2.0% | 0.01% | -14.3% |
| Q4 2016 | $778,000 | +1.7% | 6,432 | +2.6% | 0.01% | 0.0% |
| Q3 2016 | $765,000 | +14.0% | 6,271 | +9.4% | 0.01% | +16.7% |
| Q2 2016 | $671,000 | +3.9% | 5,733 | +4.8% | 0.01% | -14.3% |
| Q1 2016 | $646,000 | -73.7% | 5,471 | -73.2% | 0.01% | -75.9% |
| Q4 2015 | $2,452,000 | – | 20,381 | – | 0.03% | – |
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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% |