ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,545 | -4.3% | 5,072 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $316,196 | +11.5% | 5,072 | -1.0% | 0.07% | +4.6% |
| Q1 2023 | $283,603 | +12.2% | 5,123 | -1.3% | 0.06% | -3.0% |
| Q4 2022 | $252,698 | -5.0% | 5,191 | -5.9% | 0.07% | -11.8% |
| Q3 2022 | $266,000 | -3.6% | 5,516 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $276,000 | -23.1% | 5,516 | 0.0% | 0.08% | +14.9% |
| Q1 2022 | $359,000 | -9.3% | 5,516 | 0.0% | 0.07% | +4.7% |
| Q4 2021 | $396,000 | +8.8% | 5,516 | -0.8% | 0.06% | +1.6% |
| Q3 2021 | $364,000 | +1.1% | 5,560 | 0.0% | 0.06% | -62.5% |
| Q2 2021 | $360,000 | +12.1% | 5,560 | +400.0% | 0.17% | +1.2% |
| Q1 2021 | $321,000 | -6.7% | 1,112 | -6.4% | 0.17% | -11.7% |
| Q4 2020 | $344,000 | +8.2% | 1,188 | 0.0% | 0.19% | +8.0% |
| Q3 2020 | $318,000 | -24.1% | 1,188 | -33.5% | 0.17% | -3.9% |
| Q2 2020 | $419,000 | – | 1,787 | – | 0.18% | – |
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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% |