ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,767 | +4.1% | 5,976 | +8.8% | 0.02% | +5.9% |
| Q2 2023 | $342,566 | +13.2% | 5,495 | 0.0% | 0.02% | +6.2% |
| Q1 2023 | $302,610 | -1.4% | 5,495 | -12.8% | 0.02% | -23.8% |
| Q4 2022 | $306,927 | -7.3% | 6,305 | -3.8% | 0.02% | -16.0% |
| Q3 2022 | $331,000 | +0.9% | 6,555 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $328,000 | -2.1% | 6,555 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $335,000 | -29.0% | 6,555 | -0.2% | 0.03% | -92.9% |
| Q4 2021 | $472,000 | -3.9% | 6,567 | -12.4% | 0.36% | +644.9% |
| Q3 2021 | $491,000 | +17.5% | 7,497 | +16.3% | 0.05% | +14.0% |
| Q2 2021 | $418,000 | +4.0% | 6,447 | +362.2% | 0.04% | -8.5% |
| Q1 2021 | $402,000 | -50.8% | 1,395 | -50.5% | 0.05% | -53.9% |
| Q4 2020 | $817,000 | -17.6% | 2,820 | -23.9% | 0.10% | -29.7% |
| Q3 2020 | $991,000 | -1.0% | 3,706 | -13.2% | 0.14% | -9.4% |
| Q2 2020 | $1,001,000 | +173.5% | 4,271 | +116.8% | 0.16% | +131.9% |
| Q1 2020 | $366,000 | +119.2% | 1,970 | +147.2% | 0.07% | +165.4% |
| Q4 2019 | $167,000 | +9.2% | 797 | 0.0% | 0.03% | +4.0% |
| Q3 2019 | $153,000 | 0.0% | 797 | 0.0% | 0.02% | -13.8% |
| Q2 2019 | $153,000 | -39.8% | 797 | -42.5% | 0.03% | -52.5% |
| Q1 2019 | $254,000 | +80.1% | 1,387 | +55.5% | 0.06% | +69.4% |
| Q4 2018 | $141,000 | 0.0% | 892 | +17.4% | 0.04% | +12.5% |
| Q3 2018 | $141,000 | +6.0% | 760 | 0.0% | 0.03% | -5.9% |
| Q2 2018 | $133,000 | +6.4% | 760 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $125,000 | +38.9% | 760 | +32.2% | 0.03% | +36.0% |
| Q4 2017 | $90,000 | +7.1% | 575 | 0.0% | 0.02% | -28.6% |
| Q3 2017 | $84,000 | -16.0% | 575 | -19.6% | 0.04% | -25.5% |
| Q2 2017 | $100,000 | +6.4% | 715 | 0.0% | 0.05% | -11.3% |
| Q1 2017 | $94,000 | +8.0% | 715 | 0.0% | 0.05% | -8.6% |
| Q4 2016 | $87,000 | – | 715 | – | 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% |