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 | $260,969 | -4.3% | 4,375 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $272,744 | +11.6% | 4,375 | -0.9% | 0.01% | 0.0% |
| Q1 2023 | $244,409 | +13.7% | 4,415 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $214,922 | +0.9% | 4,415 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $213,000 | -3.6% | 4,415 | 0.0% | 0.01% | -26.7% |
| Q2 2022 | $221,000 | -23.0% | 4,415 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $287,000 | -18.2% | 4,415 | -9.7% | 0.02% | -15.8% |
| Q4 2021 | $351,000 | +9.3% | 4,890 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $321,000 | +1.3% | 4,890 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $317,000 | +7.1% | 4,890 | +376.6% | 0.02% | -5.0% |
| Q1 2021 | $296,000 | -63.5% | 1,026 | -63.3% | 0.02% | -66.7% |
| Q4 2020 | $811,000 | +24.0% | 2,796 | +14.4% | 0.06% | +5.3% |
| Q3 2020 | $654,000 | +4.6% | 2,444 | -8.3% | 0.06% | -6.6% |
| Q2 2020 | $625,000 | – | 2,666 | – | 0.06% | – |
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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% |