ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 180 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,035 | -4.3% | 17,355 | 0.0% | 0.16% | -1.9% |
| Q2 2023 | $1,082 | +12.6% | 17,355 | 0.0% | 0.16% | +2.5% |
| Q1 2023 | $961 | +13.7% | 17,355 | 0.0% | 0.16% | +7.5% |
| Q4 2022 | $845 | -99.9% | 17,355 | 0.0% | 0.15% | -9.8% |
| Q3 2022 | $838,000 | -12.2% | 17,355 | -8.9% | 0.16% | -8.9% |
| Q2 2022 | $954,000 | -23.0% | 19,055 | 0.0% | 0.18% | -13.1% |
| Q1 2022 | $1,239,000 | -16.3% | 19,055 | -7.5% | 0.21% | -13.8% |
| Q4 2021 | $1,480,000 | +9.5% | 20,605 | 0.0% | 0.24% | -0.8% |
| Q3 2021 | $1,351,000 | +1.3% | 20,605 | 0.0% | 0.24% | +0.8% |
| Q2 2021 | $1,334,000 | +12.2% | 20,605 | +400.0% | 0.24% | +9.6% |
| Q1 2021 | $1,189,000 | -0.5% | 4,121 | 0.0% | 0.22% | -17.4% |
| Q4 2020 | $1,195,000 | +8.4% | 4,121 | 0.0% | 0.26% | -4.0% |
| Q3 2020 | $1,102,000 | +14.1% | 4,121 | 0.0% | 0.28% | +7.8% |
| Q2 2020 | $966,000 | +26.3% | 4,121 | 0.0% | 0.26% | +6.2% |
| Q1 2020 | $765,000 | -11.6% | 4,121 | 0.0% | 0.24% | +8.6% |
| Q4 2019 | $865,000 | +9.4% | 4,121 | 0.0% | 0.22% | -1.3% |
| Q2 2019 | $791,000 | +5.0% | 4,121 | 0.0% | 0.22% | +9.8% |
| Q1 2019 | $753,000 | +15.3% | 4,121 | 0.0% | 0.20% | +5.7% |
| Q4 2018 | $653,000 | -14.8% | 4,121 | 0.0% | 0.19% | -10.6% |
| Q3 2018 | $766,000 | +6.4% | 4,121 | 0.0% | 0.22% | -4.0% |
| Q2 2018 | $720,000 | +6.7% | 4,121 | 0.0% | 0.22% | +3.2% |
| Q1 2018 | $675,000 | +4.7% | 4,121 | 0.0% | 0.22% | +2.3% |
| Q4 2017 | $645,000 | +2.7% | 4,121 | -3.9% | 0.21% | -3.2% |
| Q3 2017 | $628,000 | +5.2% | 4,289 | 0.0% | 0.22% | +0.5% |
| Q2 2017 | $597,000 | +5.7% | 4,289 | 0.0% | 0.22% | +0.5% |
| Q1 2017 | $565,000 | +8.9% | 4,289 | 0.0% | 0.22% | +1.9% |
| Q4 2016 | $519,000 | -0.8% | 4,289 | 0.0% | 0.21% | -7.0% |
| Q3 2016 | $523,000 | +4.2% | 4,289 | 0.0% | 0.23% | -2.5% |
| Q2 2016 | $502,000 | -1.0% | 4,289 | 0.0% | 0.24% | -6.3% |
| Q1 2016 | $507,000 | -1.7% | 4,289 | 0.0% | 0.25% | -6.3% |
| Q4 2015 | $516,000 | +7.5% | 4,289 | 0.0% | 0.27% | +1.5% |
| Q3 2015 | $480,000 | -5.7% | 4,289 | 0.0% | 0.26% | +0.4% |
| Q2 2015 | $509,000 | +0.4% | 4,289 | 0.0% | 0.26% | +0.4% |
| Q1 2015 | $507,000 | +4.5% | 4,289 | 0.0% | 0.26% | -0.4% |
| Q4 2014 | $485,000 | +4.1% | 4,289 | 0.0% | 0.26% | -0.4% |
| Q3 2014 | $466,000 | +2.0% | 4,289 | 0.0% | 0.26% | +3.5% |
| Q2 2014 | $457,000 | +7.0% | 4,289 | 0.0% | 0.26% | +2.0% |
| Q1 2014 | $427,000 | -0.2% | 4,289 | 0.0% | 0.25% | -11.6% |
| Q4 2013 | $428,000 | – | 4,289 | – | 0.28% | – |
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% |