ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $566,735 | -4.3% | 9,501 | 0.0% | 0.02% | -10.0% |
Q2 2023 | $592,306 | +8.1% | 9,501 | -4.0% | 0.02% | -9.1% |
Q1 2023 | $548,030 | +22.4% | 9,900 | +7.6% | 0.02% | -4.3% |
Q4 2022 | $447,728 | +2.9% | 9,197 | +2.1% | 0.02% | -8.0% |
Q3 2022 | $435,000 | -1.6% | 9,005 | +1.9% | 0.02% | 0.0% |
Q2 2022 | $442,000 | -18.9% | 8,833 | +5.4% | 0.02% | -7.4% |
Q1 2022 | $545,000 | +10.5% | 8,381 | +22.0% | 0.03% | +12.5% |
Q4 2021 | $493,000 | +21.1% | 6,870 | +10.6% | 0.02% | +4.3% |
Q3 2021 | $407,000 | -8.5% | 6,209 | -9.5% | 0.02% | -14.8% |
Q2 2021 | $445,000 | +34.0% | 6,864 | +496.9% | 0.03% | +17.4% |
Q1 2021 | $332,000 | -3.2% | 1,150 | -3.0% | 0.02% | -8.0% |
Q4 2020 | $343,000 | – | 1,185 | – | 0.02% | – |
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% |