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 | $650 | -4.3% | 10,892 | 0.0% | 0.12% | -2.5% |
| Q2 2023 | $679 | +13.5% | 10,892 | 0.0% | 0.12% | +5.2% |
| Q1 2023 | $598 | +12.8% | 10,892 | 0.0% | 0.12% | +5.5% |
| Q4 2022 | $530 | -99.9% | 10,892 | 0.0% | 0.11% | -16.7% |
| Q3 2022 | $531,000 | -5.3% | 10,892 | 0.0% | 0.13% | -7.7% |
| Q2 2022 | $561,000 | -18.1% | 10,892 | 0.0% | 0.14% | +12.6% |
| Q1 2022 | $685,000 | -11.8% | 10,892 | 0.0% | 0.13% | -10.6% |
| Q4 2021 | $777,000 | +7.6% | 10,892 | 0.0% | 0.14% | -6.0% |
| Q3 2021 | $722,000 | +2.4% | 10,892 | 0.0% | 0.15% | -0.7% |
| Q2 2021 | $705,000 | +10.8% | 10,892 | +394.0% | 0.15% | 0.0% |
| Q1 2021 | $636,000 | -0.5% | 2,205 | 0.0% | 0.15% | -6.7% |
| Q4 2020 | $639,000 | +9.0% | 2,205 | 0.0% | 0.16% | -4.1% |
| Q3 2020 | $586,000 | +13.3% | 2,205 | 0.0% | 0.17% | +3.7% |
| Q2 2020 | $517,000 | +149.8% | 2,205 | +97.8% | 0.16% | +97.6% |
| Q1 2020 | $207,000 | -11.5% | 1,115 | 0.0% | 0.08% | -3.5% |
| Q4 2019 | $234,000 | +13.0% | 1,115 | 0.0% | 0.09% | -4.4% |
| Q3 2019 | $207,000 | -4.2% | 1,115 | 0.0% | 0.09% | -5.3% |
| Q2 2019 | $216,000 | +5.9% | 1,115 | 0.0% | 0.10% | -16.7% |
| Q1 2019 | $204,000 | – | 1,115 | – | 0.11% | – |
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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% |