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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $80,000 | +12.7% | 1,233 | +401.2% | 0.04% | +40.0% |
| Q1 2021 | $71,000 | 0.0% | 246 | 0.0% | 0.03% | -9.1% |
| Q4 2020 | $71,000 | +7.6% | 246 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $66,000 | +13.8% | 246 | 0.0% | 0.03% | +9.7% |
| Q2 2020 | $58,000 | +26.1% | 246 | 0.0% | 0.03% | +6.9% |
| Q1 2020 | $46,000 | -11.5% | 246 | 0.0% | 0.03% | +26.1% |
| Q4 2019 | $52,000 | +10.6% | 246 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $47,000 | 0.0% | 246 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $47,000 | +4.4% | 246 | 0.0% | 0.02% | +15.8% |
| Q1 2019 | $45,000 | +15.4% | 246 | 0.0% | 0.02% | +5.6% |
| Q4 2018 | $39,000 | -15.2% | 246 | 0.0% | 0.02% | +5.9% |
| Q3 2018 | $46,000 | +7.0% | 246 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $43,000 | +7.5% | 246 | 0.0% | 0.02% | +63.6% |
| Q1 2018 | $40,000 | +5.3% | 246 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $38,000 | +5.6% | 246 | 0.0% | 0.01% | -8.3% |
| Q3 2017 | $36,000 | +5.9% | 246 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $34,000 | +47.8% | 246 | +18.3% | 0.01% | 0.0% |
| Q3 2014 | $23,000 | +4.5% | 208 | 0.0% | 0.01% | +9.1% |
| Q2 2014 | $22,000 | +4.8% | 208 | 0.0% | 0.01% | +57.1% |
| Q1 2014 | $21,000 | 0.0% | 208 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $21,000 | +600.0% | 208 | +447.4% | 0.01% | +600.0% |
| Q2 2013 | $3,000 | – | 38 | – | 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% |