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 | $346,393 | -2.5% | 5,807 | +1.9% | 0.03% | 0.0% |
| Q2 2023 | $355,165 | +12.8% | 5,697 | +0.1% | 0.03% | +7.4% |
| Q1 2023 | $314,943 | +114009.8% | 5,689 | +0.2% | 0.03% | +8.0% |
| Q4 2022 | $276 | -99.9% | 5,676 | -0.3% | 0.02% | -10.7% |
| Q3 2022 | $275,000 | -3.5% | 5,695 | +0.1% | 0.03% | 0.0% |
| Q2 2022 | $285,000 | -22.8% | 5,688 | +0.1% | 0.03% | -15.2% |
| Q1 2022 | $369,000 | -9.6% | 5,681 | +0.1% | 0.03% | -10.8% |
| Q4 2021 | $408,000 | +14.3% | 5,674 | +4.1% | 0.04% | +5.7% |
| Q3 2021 | $357,000 | +1.1% | 5,448 | -0.1% | 0.04% | 0.0% |
| Q2 2021 | $353,000 | +12.1% | 5,454 | +400.4% | 0.04% | +6.1% |
| Q1 2021 | $315,000 | -0.3% | 1,090 | 0.0% | 0.03% | -8.3% |
| Q4 2020 | $316,000 | +8.6% | 1,090 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $291,000 | +14.1% | 1,090 | +0.2% | 0.04% | +16.7% |
| Q2 2020 | $255,000 | +26.2% | 1,088 | 0.0% | 0.03% | +11.1% |
| Q1 2020 | $202,000 | -34.2% | 1,088 | -25.5% | 0.03% | -27.0% |
| Q4 2019 | $307,000 | -63.4% | 1,461 | -66.6% | 0.04% | -66.4% |
| Q3 2019 | $838,000 | -0.9% | 4,376 | +0.1% | 0.11% | -0.9% |
| Q2 2019 | $846,000 | +2.7% | 4,370 | -0.0% | 0.11% | +1.8% |
| Q1 2019 | $824,000 | +10.2% | 4,371 | -0.6% | 0.11% | 0.0% |
| Q4 2018 | $748,000 | -5.7% | 4,396 | -4.6% | 0.11% | -22.1% |
| Q3 2018 | $793,000 | -4.2% | 4,608 | -0.6% | 0.14% | +13.8% |
| Q2 2018 | $828,000 | +7.3% | 4,638 | -0.6% | 0.12% | +5.1% |
| Q1 2018 | $772,000 | -21.7% | 4,667 | -19.8% | 0.12% | -19.9% |
| Q4 2017 | $986,000 | +13.2% | 5,818 | -1.0% | 0.15% | +0.7% |
| Q3 2017 | $871,000 | +5.6% | 5,875 | +1.7% | 0.14% | -2.0% |
| Q2 2017 | $825,000 | +28.3% | 5,775 | +17.6% | 0.15% | +19.4% |
| Q1 2017 | $643,000 | -98.6% | 4,912 | -98.7% | 0.12% | -98.7% |
| Q4 2016 | $47,153,000 | +6.7% | 383,514 | +5.9% | 9.38% | -1.9% |
| Q3 2016 | $44,176,000 | +5.6% | 362,303 | +1.4% | 9.56% | +1.4% |
| Q2 2016 | $41,814,000 | -1.2% | 357,139 | -0.3% | 9.43% | +2.8% |
| Q1 2016 | $42,308,000 | +11.5% | 358,115 | +13.5% | 9.17% | +12.8% |
| Q4 2015 | $37,961,000 | +14.3% | 315,581 | +6.4% | 8.13% | -6.2% |
| Q3 2015 | $33,222,000 | +9.1% | 296,701 | +15.6% | 8.68% | +6.1% |
| Q2 2015 | $30,454,000 | +12.9% | 256,628 | +12.5% | 8.18% | +9.6% |
| Q1 2015 | $26,964,000 | +13.1% | 228,046 | +8.3% | 7.46% | -1.4% |
| Q4 2014 | $23,836,000 | +6.1% | 210,621 | +2.0% | 7.57% | +5.2% |
| Q3 2014 | $22,473,000 | +8.1% | 206,536 | +6.0% | 7.19% | +3.4% |
| Q2 2014 | $20,780,000 | +14.5% | 194,840 | +7.0% | 6.96% | +3.1% |
| Q1 2014 | $18,141,000 | +5.0% | 182,123 | +5.1% | 6.75% | -7.2% |
| Q4 2013 | $17,283,000 | +19.3% | 173,332 | +7.3% | 7.27% | +6.2% |
| Q3 2013 | $14,489,000 | +15.9% | 161,549 | +6.1% | 6.85% | +11.3% |
| Q2 2013 | $12,504,000 | – | 152,305 | – | 6.15% | – |
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% |