ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,655,542 | -5.8% | 346,279 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $21,938,546 | +11.5% | 351,912 | -1.0% | 0.01% | 0.0% |
| Q1 2023 | $19,683,114 | +13.8% | 355,554 | +0.1% | 0.01% | +16.7% |
| Q4 2022 | $17,289,870 | -1.5% | 355,174 | -2.3% | 0.01% | -25.0% |
| Q3 2022 | $17,548,000 | -1.1% | 363,612 | +2.6% | 0.01% | +14.3% |
| Q2 2022 | $17,744,000 | -32.2% | 354,238 | -12.0% | 0.01% | -22.2% |
| Q1 2022 | $26,160,000 | -7.5% | 402,465 | +2.2% | 0.01% | +12.5% |
| Q4 2021 | $28,296,000 | +8.9% | 393,987 | -0.6% | 0.01% | 0.0% |
| Q3 2021 | $25,995,000 | -0.9% | 396,560 | -2.1% | 0.01% | 0.0% |
| Q2 2021 | $26,226,000 | – | 404,969 | +389.7% | 0.01% | – |
| Q1 2021 | $0 | -100.0% | 82,704 | +1.2% | 0.00% | -100.0% |
| Q4 2020 | $23,688,000 | +9.9% | 81,718 | +1.4% | 0.01% | 0.0% |
| Q3 2020 | $21,560,000 | +8.7% | 80,615 | -4.7% | 0.01% | 0.0% |
| Q2 2020 | $19,839,000 | +20.2% | 84,607 | -4.8% | 0.01% | 0.0% |
| Q1 2020 | $16,506,000 | -7.3% | 88,863 | +4.8% | 0.01% | +33.3% |
| Q4 2019 | $17,800,000 | -11.9% | 84,779 | -19.7% | 0.01% | -25.0% |
| Q3 2019 | $20,212,000 | +14.9% | 105,574 | +15.1% | 0.01% | +14.3% |
| Q2 2019 | $17,591,000 | -7.3% | 91,691 | -11.6% | 0.01% | -12.5% |
| Q1 2019 | $18,971,000 | -7.2% | 103,761 | -19.6% | 0.01% | -11.1% |
| Q4 2018 | $20,453,000 | +1.7% | 129,019 | +19.2% | 0.01% | +12.5% |
| Q3 2018 | $20,113,000 | +1.6% | 108,216 | -4.5% | 0.01% | -11.1% |
| Q2 2018 | $19,793,000 | +69.0% | 113,312 | +58.5% | 0.01% | +80.0% |
| Q1 2018 | $11,712,000 | -1.3% | 71,478 | -5.7% | 0.01% | 0.0% |
| Q4 2017 | $11,863,000 | +8.3% | 75,805 | +1.3% | 0.01% | 0.0% |
| Q3 2017 | $10,958,000 | -5.3% | 74,854 | -9.9% | 0.01% | -16.7% |
| Q2 2017 | $11,568,000 | +11.7% | 83,083 | +5.6% | 0.01% | 0.0% |
| Q1 2017 | $10,358,000 | +2.6% | 78,670 | -5.7% | 0.01% | 0.0% |
| Q4 2016 | $10,093,000 | -43.4% | 83,402 | -43.0% | 0.01% | -45.5% |
| Q3 2016 | $17,837,000 | +64.8% | 146,292 | +58.2% | 0.01% | +57.1% |
| Q2 2016 | $10,825,000 | -36.8% | 92,458 | -36.3% | 0.01% | -36.4% |
| Q1 2016 | $17,136,000 | -3.9% | 145,049 | -2.2% | 0.01% | -8.3% |
| Q4 2015 | $17,832,000 | +5.3% | 148,243 | -2.0% | 0.01% | 0.0% |
| Q3 2015 | $16,933,000 | -4.0% | 151,229 | +1.7% | 0.01% | 0.0% |
| Q2 2015 | $17,640,000 | -0.9% | 148,647 | -1.3% | 0.01% | 0.0% |
| Q1 2015 | $17,802,000 | +69.3% | 150,560 | +62.1% | 0.01% | +71.4% |
| Q4 2014 | $10,513,000 | – | 92,899 | – | 0.01% | – |
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% |