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 | $1,183,783 | -20.3% | 19,845 | -16.7% | 0.02% | -21.7% |
| Q2 2023 | $1,485,452 | +16.9% | 23,828 | +3.8% | 0.02% | +9.5% |
| Q1 2023 | $1,270,544 | +31.7% | 22,951 | +15.8% | 0.02% | +23.5% |
| Q4 2022 | $964,767 | -0.9% | 19,819 | -1.8% | 0.02% | -34.6% |
| Q3 2022 | $974,000 | -1.8% | 20,173 | +1.9% | 0.03% | +13.0% |
| Q2 2022 | $992,000 | -25.4% | 19,797 | -3.2% | 0.02% | -14.8% |
| Q1 2022 | $1,329,000 | -9.5% | 20,441 | +0.0% | 0.03% | -10.0% |
| Q4 2021 | $1,468,000 | -7.6% | 20,435 | -15.7% | 0.03% | -3.2% |
| Q3 2021 | $1,588,000 | -0.6% | 24,227 | -1.8% | 0.03% | -18.4% |
| Q2 2021 | $1,597,000 | +5.5% | 24,666 | +370.0% | 0.04% | -9.5% |
| Q1 2021 | $1,514,000 | +11.0% | 5,248 | +11.6% | 0.04% | -4.5% |
| Q4 2020 | $1,364,000 | +6.5% | 4,704 | -1.8% | 0.04% | -8.3% |
| Q3 2020 | $1,281,000 | +73.6% | 4,789 | +52.2% | 0.05% | +54.8% |
| Q2 2020 | $738,000 | +36.2% | 3,147 | +7.8% | 0.03% | +6.9% |
| Q1 2020 | $542,000 | -10.7% | 2,918 | +0.9% | 0.03% | +11.5% |
| Q4 2019 | $607,000 | +5.6% | 2,891 | -3.9% | 0.03% | +4.0% |
| Q3 2019 | $575,000 | -44.2% | 3,007 | -44.0% | 0.02% | -45.7% |
| Q2 2019 | $1,031,000 | -8.8% | 5,374 | -12.9% | 0.05% | -17.9% |
| Q1 2019 | $1,130,000 | +14.3% | 6,172 | -0.9% | 0.06% | -3.4% |
| Q4 2018 | $989,000 | -18.6% | 6,231 | -4.5% | 0.06% | -3.3% |
| Q3 2018 | $1,215,000 | +13.3% | 6,527 | +6.4% | 0.06% | -3.2% |
| Q2 2018 | $1,072,000 | +0.8% | 6,132 | -5.9% | 0.06% | -3.1% |
| Q1 2018 | $1,063,000 | -6.2% | 6,517 | -10.1% | 0.06% | -7.2% |
| Q4 2017 | $1,133,000 | -19.2% | 7,248 | -24.3% | 0.07% | -18.8% |
| Q3 2017 | $1,403,000 | +0.9% | 9,571 | -3.8% | 0.08% | -2.3% |
| Q2 2017 | $1,390,000 | +9.7% | 9,949 | +3.5% | 0.09% | +2.4% |
| Q1 2017 | $1,267,000 | +19.3% | 9,608 | +9.3% | 0.08% | +6.2% |
| Q4 2016 | $1,062,000 | +24.4% | 8,793 | +25.4% | 0.08% | +23.1% |
| Q3 2016 | $854,000 | +57.6% | 7,011 | +52.1% | 0.06% | +54.8% |
| Q2 2016 | $542,000 | +10.8% | 4,610 | +11.2% | 0.04% | +2.4% |
| Q1 2016 | $489,000 | +50.5% | 4,145 | +53.0% | 0.04% | +51.9% |
| Q4 2015 | $325,000 | +31.0% | 2,710 | +22.2% | 0.03% | +12.5% |
| Q3 2015 | $248,000 | +3.8% | 2,218 | +10.0% | 0.02% | +20.0% |
| Q2 2015 | $239,000 | -21.4% | 2,017 | -21.5% | 0.02% | -28.6% |
| Q1 2015 | $304,000 | +24.1% | 2,570 | +18.1% | 0.03% | +16.7% |
| Q4 2014 | $245,000 | -23.0% | 2,176 | -25.6% | 0.02% | 0.0% |
| Q3 2014 | $318,000 | +37.7% | 2,926 | +34.8% | 0.02% | -7.7% |
| Q2 2014 | $231,000 | +9.5% | 2,171 | +2.3% | 0.03% | -10.3% |
| Q1 2014 | $211,000 | +1.9% | 2,123 | +2.5% | 0.03% | -6.5% |
| Q4 2013 | $207,000 | – | 2,071 | – | 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% |