Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,789,977
-5.6%
30,008
-1.3%
0.22%
-3.1%
Q2 2023$1,896,238
-31.0%
30,417
-46.6%
0.23%
-40.9%
Q3 2022$2,748,000
-92.3%
56,942
-92.0%
0.38%
-92.8%
Q2 2022$35,552,000709,7695.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Wealthquest Corp 709,769$35,552,0005.36%
Aspire Wealth Management Corp 105,696$5,294,0004.88%
FAS Wealth Partners, Inc. 831,269$41,638,0004.38%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 176,800$8,855,0004.19%
Dentgroup LLC 65,328$3,272,0003.64%
Clearstead Advisors, LLC 858,882$43,021,0003.35%
Equitable Holdings, Inc. 3,310,338$165,815,0003.16%
Corsicana & Co. 47,286$2,369,0001.87%
Sunburst Financial Group, LLC 62,721$3,142,0001.51%
Surevest, LLC 81,878$4,101,0001.08%
View complete list of ISHARES TR shareholders