ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,432 | +54810.6% | 8,423 | -49.0% | 0.02% | -44.8% |
| Q1 2023 | $915 | +32.8% | 16,520 | +16.7% | 0.03% | 0.0% |
| Q4 2022 | $689 | -99.8% | 14,152 | +81.2% | 0.03% | +383.3% |
| Q3 2022 | $377,000 | -22.3% | 7,809 | -19.3% | 0.01% | -45.5% |
| Q2 2022 | $485,000 | +325.4% | 9,677 | +452.7% | 0.01% | +1000.0% |
| Q1 2022 | $114,000 | -80.4% | 1,751 | -78.4% | 0.00% | -90.0% |
| Q4 2021 | $583,000 | +66.6% | 8,121 | +51.9% | 0.01% | +11.1% |
| Q3 2021 | $350,000 | -31.1% | 5,348 | -31.8% | 0.01% | -30.8% |
| Q2 2021 | $508,000 | +14.7% | 7,840 | +410.1% | 0.01% | +85.7% |
| Q1 2021 | $443,000 | +55.4% | 1,537 | +56.5% | 0.01% | -22.2% |
| Q4 2020 | $285,000 | -77.1% | 982 | -78.9% | 0.01% | -35.7% |
| Q3 2020 | $1,246,000 | +84.6% | 4,660 | +61.9% | 0.01% | -50.0% |
| Q2 2020 | $675,000 | +3.8% | 2,878 | -17.8% | 0.03% | -30.0% |
| Q1 2020 | $650,000 | +16.7% | 3,500 | +31.9% | 0.04% | -13.0% |
| Q4 2019 | $557,000 | -3.5% | 2,653 | -11.9% | 0.05% | +15.0% |
| Q3 2019 | $577,000 | +612.3% | 3,013 | +612.3% | 0.04% | +700.0% |
| Q2 2019 | $81,000 | -91.4% | 423 | -91.8% | 0.01% | -91.2% |
| Q1 2019 | $938,000 | +111.7% | 5,128 | +83.5% | 0.06% | +78.1% |
| Q4 2018 | $443,000 | -33.4% | 2,795 | -21.8% | 0.03% | -34.7% |
| Q3 2018 | $665,000 | -37.7% | 3,576 | -41.5% | 0.05% | -18.3% |
| Q2 2018 | $1,067,000 | +46.6% | 6,108 | +37.5% | 0.06% | -3.2% |
| Q1 2018 | $728,000 | +54.6% | 4,442 | +47.5% | 0.06% | +1.6% |
| Q4 2017 | $471,000 | +47.2% | 3,011 | +37.7% | 0.06% | +134.6% |
| Q3 2017 | $320,000 | -17.5% | 2,186 | -21.5% | 0.03% | -40.9% |
| Q2 2017 | $388,000 | +1452.0% | 2,786 | +1226.7% | 0.04% | +1366.7% |
| Q1 2015 | $25,000 | – | 210 | – | 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% |