ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,056 | -4.3% | 4,125 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $257,158 | +12.6% | 4,125 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $228,355 | +13.7% | 4,125 | 0.0% | 0.01% | +9.1% |
| Q4 2022 | $200,805 | -3.0% | 4,125 | 0.0% | 0.01% | -26.7% |
| Q2 2022 | $207,000 | -22.8% | 4,125 | 0.0% | 0.02% | -25.0% |
| Q1 2022 | $268,000 | -9.5% | 4,125 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $296,000 | +9.6% | 4,125 | 0.0% | 0.02% | -9.1% |
| Q3 2021 | $270,000 | +1.1% | 4,125 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $267,000 | +12.2% | 4,125 | +400.0% | 0.02% | -4.3% |
| Q1 2021 | $238,000 | -0.4% | 825 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $239,000 | +8.1% | 825 | 0.0% | 0.02% | -17.9% |
| Q3 2020 | $221,000 | – | 825 | – | 0.03% | – |
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% |