ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $437,000 | -49.9% | 8,726 | -35.0% | 0.00% | -50.0% |
| Q1 2022 | $872,000 | -41.6% | 13,422 | -35.4% | 0.00% | -33.3% |
| Q4 2021 | $1,492,000 | +25.1% | 20,772 | +14.2% | 0.00% | 0.0% |
| Q3 2021 | $1,193,000 | -67.8% | 18,197 | +31.5% | 0.00% | -76.9% |
| Q3 2020 | $3,702,000 | -40.4% | 13,842 | -47.7% | 0.01% | -43.5% |
| Q2 2020 | $6,210,000 | +2843.1% | 26,483 | +1555.2% | 0.02% | +1050.0% |
| Q1 2017 | $211,000 | -23.6% | 1,600 | -29.8% | 0.00% | 0.0% |
| Q4 2016 | $276,000 | – | 2,280 | – | 0.00% | – |
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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% |