Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 214 filers reported holding ISHARES TR in Q2 2023. 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 Q2 2023
NameSharesValueWeighting ↓
Clearstead Trust, LLC 774,478$48,282,03715.50%
FAS Wealth Partners, Inc. 708,369$44,160,7605.59%
Aspire Wealth Management Corp 100,649$6,274,6114.75%
Sanctuary Wealth Management, L.L.C. 63,860$3,981,1224.21%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 158,071$9,854,3823.40%
Sunburst Financial Group, LLC 145,103$9,045,9243.16%
Dentgroup LLC 64,972$4,050,4642.93%
Equitable Holdings, Inc. 3,265,338$203,565,7432.93%
Strategic Financial Concepts, LLC 55,683$3,471,3551.28%
Madison Wealth Partners, Inc 43,642$2,720,7001.27%
View complete list of ISHARES TR shareholders