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 | $224,851 | -97.6% | 3,770 | -97.5% | 0.00% | -98.2% |
| Q2 2023 | $9,238,816 | +117.6% | 148,197 | +93.2% | 0.06% | +107.4% |
| Q1 2023 | $4,246,691 | -40.7% | 76,712 | -30.4% | 0.03% | -44.9% |
| Q1 2022 | $7,166,000 | +2873.4% | 110,243 | +3180.1% | 0.05% | +2350.0% |
| Q4 2021 | $241,000 | -97.1% | 3,361 | -97.4% | 0.00% | -97.1% |
| Q3 2021 | $8,318,000 | -2.3% | 126,900 | -3.4% | 0.07% | -6.8% |
| Q2 2021 | $8,511,000 | +2551.4% | 131,420 | +11697.1% | 0.07% | +2366.7% |
| Q1 2021 | $321,000 | -98.0% | 1,114 | -98.0% | 0.00% | -98.3% |
| Q4 2020 | $15,981,000 | +2253.6% | 55,130 | +2072.2% | 0.18% | +1710.0% |
| Q3 2020 | $679,000 | -97.1% | 2,538 | -97.5% | 0.01% | -97.3% |
| Q2 2020 | $23,614,000 | +10489.2% | 100,706 | +8285.2% | 0.36% | +7200.0% |
| Q1 2020 | $223,000 | -58.6% | 1,201 | -53.2% | 0.01% | -58.3% |
| Q4 2019 | $539,000 | +41.1% | 2,565 | +28.6% | 0.01% | +9.1% |
| Q3 2019 | $382,000 | +24.8% | 1,995 | +25.1% | 0.01% | +22.2% |
| Q2 2019 | $306,000 | -6.4% | 1,595 | -10.8% | 0.01% | -60.9% |
| Q1 2019 | $327,000 | -26.4% | 1,789 | -25.2% | 0.02% | -4.2% |
| Q3 2018 | $444,000 | +48.5% | 2,391 | +39.9% | 0.02% | +20.0% |
| Q2 2018 | $299,000 | +20.1% | 1,709 | +12.3% | 0.02% | +5.3% |
| Q1 2018 | $249,000 | – | 1,522 | – | 0.02% | – |
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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% |