ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,450 | -4.3% | 1,114 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $69,448 | +11.9% | 1,114 | -0.6% | 0.02% | +4.3% |
| Q1 2023 | $62,057 | +112730.9% | 1,121 | 0.0% | 0.02% | +9.5% |
| Q4 2022 | $55 | -99.9% | 1,121 | +0.2% | 0.02% | -8.7% |
| Q3 2022 | $54,000 | -12.9% | 1,119 | -9.5% | 0.02% | -11.5% |
| Q2 2022 | $62,000 | -22.5% | 1,237 | 0.0% | 0.03% | -7.1% |
| Q1 2022 | $80,000 | -17.5% | 1,237 | -8.0% | 0.03% | -17.6% |
| Q4 2021 | $97,000 | +10.2% | 1,345 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $88,000 | +1.1% | 1,345 | 0.0% | 0.04% | -12.5% |
| Q2 2021 | $87,000 | -16.3% | 1,345 | +274.7% | 0.04% | -20.0% |
| Q1 2021 | $104,000 | +33.3% | 359 | +33.5% | 0.05% | +4.2% |
| Q4 2020 | $78,000 | +8.3% | 269 | -0.4% | 0.05% | -5.9% |
| Q3 2020 | $72,000 | +14.3% | 270 | 0.0% | 0.05% | +8.5% |
| Q2 2020 | $63,000 | +26.0% | 270 | 0.0% | 0.05% | +9.3% |
| Q1 2020 | $50,000 | -12.3% | 270 | 0.0% | 0.04% | +10.3% |
| Q4 2019 | $57,000 | +11.8% | 270 | +1.5% | 0.04% | +34.5% |
| Q3 2019 | $51,000 | 0.0% | 266 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $51,000 | +4.1% | 266 | 0.0% | 0.03% | +3.6% |
| Q1 2019 | $49,000 | +14.0% | 266 | -1.8% | 0.03% | +7.7% |
| Q4 2018 | $43,000 | +19.4% | 271 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $36,000 | – | 271 | – | 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% |