ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,241,128 | -4.7% | 37,571 | -0.4% | 1.15% | +2.3% |
| Q2 2023 | $2,352,346 | +11.4% | 37,733 | -1.0% | 1.12% | +5.4% |
| Q1 2023 | $2,110,737 | +13.7% | 38,128 | -0.0% | 1.06% | +13.4% |
| Q4 2022 | $1,856,426 | -7.2% | 38,135 | -8.0% | 0.94% | -15.4% |
| Q3 2022 | $2,001,000 | -3.4% | 41,454 | +0.2% | 1.11% | +5.1% |
| Q2 2022 | $2,072,000 | -22.9% | 41,356 | -0.0% | 1.06% | -11.1% |
| Q1 2022 | $2,689,000 | -9.5% | 41,373 | -0.0% | 1.19% | -11.3% |
| Q4 2021 | $2,972,000 | +8.5% | 41,379 | -1.0% | 1.34% | +1.3% |
| Q3 2021 | $2,739,000 | +1.2% | 41,789 | -0.0% | 1.32% | +0.5% |
| Q2 2021 | $2,707,000 | +11.4% | 41,806 | +396.6% | 1.32% | +6.4% |
| Q1 2021 | $2,429,000 | +1.0% | 8,419 | +1.4% | 1.24% | -8.6% |
| Q4 2020 | $2,406,000 | +4.2% | 8,301 | -3.9% | 1.35% | -6.5% |
| Q3 2020 | $2,310,000 | +8.9% | 8,635 | -4.6% | 1.45% | +6.9% |
| Q2 2020 | $2,122,000 | +20.7% | 9,050 | -4.4% | 1.35% | +4.2% |
| Q1 2020 | $1,758,000 | -12.5% | 9,464 | -1.0% | 1.30% | +1.5% |
| Q4 2019 | $2,008,000 | +8.4% | 9,562 | -1.1% | 1.28% | +4.2% |
| Q3 2019 | $1,852,000 | -1.9% | 9,671 | -1.7% | 1.23% | -0.9% |
| Q2 2019 | $1,888,000 | +4.4% | 9,841 | -0.5% | 1.24% | +1.0% |
| Q1 2019 | $1,809,000 | +10.3% | 9,895 | -4.3% | 1.23% | -5.6% |
| Q4 2018 | $1,640,000 | -15.2% | 10,342 | -0.7% | 1.30% | -8.5% |
| Q3 2018 | $1,935,000 | +6.4% | 10,411 | 0.0% | 1.42% | +2.2% |
| Q2 2018 | $1,819,000 | – | 10,411 | – | 1.39% | – |
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% |