ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $207,000 | +1.0% | 3,165 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $205,000 | – | 3,165 | +258.4% | 0.04% | – |
| Q3 2020 | $0 | -100.0% | 883 | -32.7% | 0.00% | -100.0% |
| Q2 2020 | $308,000 | -23.4% | 1,313 | -39.3% | 0.09% | -36.8% |
| Q1 2020 | $402,000 | -9.9% | 2,164 | +1.9% | 0.14% | +12.5% |
| Q4 2019 | $446,000 | +9.6% | 2,124 | 0.0% | 0.13% | -21.0% |
| Q3 2019 | $407,000 | – | 2,124 | – | 0.16% | – |
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% |