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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $614,998 | -1.3% | 9,865 | -12.3% | 0.02% | -14.8% |
| Q1 2023 | $622,953 | +11.1% | 11,253 | -2.3% | 0.03% | 0.0% |
| Q4 2022 | $560,794 | -4.5% | 11,520 | -5.2% | 0.03% | -18.2% |
| Q3 2022 | $587,000 | -17.8% | 12,154 | -14.7% | 0.03% | -19.5% |
| Q2 2022 | $714,000 | -37.4% | 14,250 | -18.8% | 0.04% | -36.9% |
| Q1 2022 | $1,140,000 | -1.9% | 17,544 | +8.4% | 0.06% | -1.5% |
| Q4 2021 | $1,162,000 | +18.5% | 16,180 | +8.1% | 0.07% | 0.0% |
| Q3 2021 | $981,000 | +11.4% | 14,971 | +10.1% | 0.07% | +4.8% |
| Q2 2021 | $881,000 | +49.8% | 13,602 | +567.7% | 0.06% | +21.2% |
| Q1 2021 | $588,000 | +19.8% | 2,037 | +20.2% | 0.05% | -5.5% |
| Q4 2020 | $491,000 | – | 1,695 | – | 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% |