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 | $454,832 | -4.3% | 7,625 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $475,354 | +12.6% | 7,625 | 0.0% | 0.09% | +3.5% |
| Q1 2023 | $422,111 | +13.7% | 7,625 | 0.0% | 0.09% | +1.2% |
| Q4 2022 | $371,185 | -8.8% | 7,625 | -9.5% | 0.08% | -20.6% |
| Q3 2022 | $407,000 | -3.6% | 8,425 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $422,000 | -23.0% | 8,425 | 0.0% | 0.11% | -15.6% |
| Q1 2022 | $548,000 | 0.0% | 8,425 | +10.5% | 0.13% | -3.0% |
| Q4 2021 | $548,000 | -4.2% | 7,625 | -12.7% | 0.13% | -15.4% |
| Q3 2021 | $572,000 | +3.1% | 8,730 | +1.9% | 0.16% | +3.3% |
| Q2 2021 | $555,000 | +13.7% | 8,565 | +406.2% | 0.15% | 0.0% |
| Q1 2021 | $488,000 | +10.4% | 1,692 | +11.0% | 0.15% | -0.7% |
| Q4 2020 | $442,000 | +8.3% | 1,525 | 0.0% | 0.15% | -6.7% |
| Q3 2020 | $408,000 | +14.0% | 1,525 | 0.0% | 0.16% | +8.7% |
| Q2 2020 | $358,000 | +26.5% | 1,525 | 0.0% | 0.15% | +8.7% |
| Q1 2020 | $283,000 | -11.6% | 1,525 | 0.0% | 0.14% | -10.4% |
| Q4 2019 | $320,000 | +9.6% | 1,525 | 0.0% | 0.15% | -7.2% |
| Q3 2019 | $292,000 | -0.3% | 1,525 | 0.0% | 0.17% | -4.0% |
| Q2 2019 | $293,000 | +5.0% | 1,525 | 0.0% | 0.17% | -2.8% |
| Q1 2019 | $279,000 | +15.3% | 1,525 | 0.0% | 0.18% | +0.6% |
| Q4 2018 | $242,000 | – | 1,525 | – | 0.18% | – |
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% |