ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 68 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,750 | +138.0% | 10,658 | +120.9% | 0.00% | – |
| Q1 2023 | $267,106 | -87.1% | 4,825 | -88.7% | 0.00% | -100.0% |
| Q4 2022 | $2,069,728 | -73.6% | 42,517 | -73.8% | 0.00% | -66.7% |
| Q3 2022 | $7,827,000 | +734.4% | 162,178 | +766.2% | 0.00% | – |
| Q2 2022 | $938,000 | +214.8% | 18,724 | +1067.3% | 0.00% | – |
| Q1 2020 | $298,000 | -47.9% | 1,604 | -46.3% | 0.00% | -100.0% |
| Q3 2019 | $572,000 | -51.0% | 2,987 | -50.9% | 0.00% | -50.0% |
| Q2 2019 | $1,168,000 | +107.8% | 6,088 | +98.0% | 0.00% | +100.0% |
| Q1 2019 | $562,000 | -83.9% | 3,075 | -86.1% | 0.00% | -85.7% |
| Q4 2018 | $3,497,000 | +1468.2% | 22,059 | +1631.5% | 0.01% | +600.0% |
| Q2 2018 | $223,000 | -95.3% | 1,274 | -95.6% | 0.00% | -91.7% |
| Q1 2018 | $4,781,000 | +59.0% | 29,180 | +51.9% | 0.01% | +33.3% |
| Q4 2017 | $3,006,000 | -42.2% | 19,206 | -46.0% | 0.01% | -47.1% |
| Q3 2017 | $5,204,000 | +54.1% | 35,547 | +46.6% | 0.02% | +41.7% |
| Q2 2017 | $3,377,000 | +1229.5% | 24,252 | +1057.1% | 0.01% | +1100.0% |
| Q4 2016 | $254,000 | -91.8% | 2,096 | -91.7% | 0.00% | -93.3% |
| Q3 2016 | $3,085,000 | +70.8% | 25,304 | +64.1% | 0.02% | +66.7% |
| Q2 2016 | $1,806,000 | -10.0% | 15,422 | -9.2% | 0.01% | -18.2% |
| Q1 2016 | $2,006,000 | +4.0% | 16,982 | +5.9% | 0.01% | -8.3% |
| Q4 2015 | $1,929,000 | +107.9% | 16,033 | +93.4% | 0.01% | +100.0% |
| Q3 2015 | $928,000 | -88.8% | 8,289 | -88.2% | 0.01% | -88.9% |
| Q2 2015 | $8,308,000 | +262.8% | 70,012 | +261.5% | 0.05% | +200.0% |
| Q1 2015 | $2,290,000 | +134.6% | 19,366 | +111.7% | 0.02% | +50.0% |
| Q2 2014 | $976,000 | +8.6% | 9,149 | +1.4% | 0.01% | +20.0% |
| Q1 2014 | $899,000 | – | 9,023 | – | 0.01% | – |
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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% |