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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,863,460 | +0.4% | 282,703 | +4.9% | 0.02% | -16.7% |
| Q2 2023 | $16,797,082 | +1.3% | 269,541 | -10.1% | 0.03% | -3.2% |
| Q1 2023 | $16,586,509 | +6.2% | 299,693 | -6.6% | 0.03% | -3.1% |
| Q4 2022 | $15,624,763 | +11.4% | 320,974 | +10.4% | 0.03% | 0.0% |
| Q3 2022 | $14,027,000 | -41.4% | 290,629 | -39.2% | 0.03% | -39.6% |
| Q2 2022 | $23,955,000 | -29.3% | 478,168 | -9.7% | 0.05% | -19.7% |
| Q1 2022 | $33,877,000 | -14.2% | 529,723 | -3.6% | 0.07% | -12.0% |
| Q4 2021 | $39,469,000 | +23.4% | 549,508 | +12.6% | 0.08% | +11.9% |
| Q3 2021 | $31,984,000 | +2.0% | 487,829 | +0.8% | 0.07% | -1.5% |
| Q2 2021 | $31,342,000 | +15.5% | 483,927 | +414.8% | 0.07% | +4.6% |
| Q1 2021 | $27,125,000 | -11.0% | 93,996 | -10.6% | 0.06% | -19.8% |
| Q4 2020 | $30,477,000 | +99.5% | 105,145 | +83.2% | 0.08% | +76.1% |
| Q3 2020 | $15,278,000 | -2.1% | 57,399 | -13.7% | 0.05% | -11.5% |
| Q2 2020 | $15,599,000 | +28.7% | 66,524 | +2.2% | 0.05% | +4.0% |
| Q1 2020 | $12,120,000 | – | 65,120 | – | 0.05% | – |
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% |