ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $15,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +15.4% | 225 | +400.0% | 0.01% | +9.1% |
| Q1 2021 | $13,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 45 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +9.1% | 45 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 45 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -11.1% | 45 | 0.0% | 0.01% | +37.5% |
| Q4 2019 | $9,000 | 0.0% | 45 | 0.0% | 0.01% | -27.3% |
| Q3 2019 | $9,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | +12.5% | 45 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 45 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $7,000 | -12.5% | 45 | 0.0% | 0.01% | +62.5% |
| Q3 2018 | $8,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $8,000 | +14.3% | 45 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $7,000 | -99.9% | 45 | -50.0% | 0.01% | -42.9% |
| Q2 2017 | $12,532,000 | +5.8% | 90 | 0.0% | 0.01% | -6.7% |
| Q1 2017 | $11,850,000 | +8.8% | 90 | 0.0% | 0.02% | +36.4% |
| Q4 2016 | $10,892,000 | -0.7% | 90 | 0.0% | 0.01% | -21.4% |
| Q3 2016 | $10,974,000 | +4.1% | 90 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $10,537,000 | -0.9% | 90 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $10,633,000 | -1.8% | 90 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $10,826,000 | +7.4% | 90 | 0.0% | 0.01% | +7.7% |
| Q3 2015 | $10,077,000 | -5.6% | 90 | 0.0% | 0.01% | +8.3% |
| Q2 2015 | $10,680,000 | +0.4% | 90 | 0.0% | 0.01% | -7.7% |
| Q1 2015 | $10,642,000 | +4.5% | 90 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $10,185,000 | – | 90 | – | 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% |