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 | $1,154,168 | -4.3% | 19,349 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $1,206,244 | +3.7% | 19,349 | -7.9% | 0.10% | -1.9% |
| Q1 2023 | $1,163,088 | +13.7% | 21,010 | 0.0% | 0.10% | +8.2% |
| Q4 2022 | $1,022,767 | +0.9% | 21,010 | 0.0% | 0.10% | -7.6% |
| Q3 2022 | $1,014,000 | -3.6% | 21,010 | 0.0% | 0.10% | +2.9% |
| Q2 2022 | $1,052,000 | -23.0% | 21,010 | 0.0% | 0.10% | -10.5% |
| Q1 2022 | $1,366,000 | +5.6% | 21,010 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $1,293,000 | -6.1% | 21,010 | 0.0% | 0.11% | -5.0% |
| Q3 2021 | $1,377,000 | +1.2% | 21,010 | 0.0% | 0.12% | -3.2% |
| Q2 2021 | $1,361,000 | +6.4% | 21,010 | +390.2% | 0.12% | -3.1% |
| Q1 2021 | $1,279,000 | +0.6% | 4,286 | 0.0% | 0.13% | -7.2% |
| Q4 2020 | $1,272,000 | +6.4% | 4,286 | 0.0% | 0.14% | -8.0% |
| Q3 2020 | $1,195,000 | +9.5% | 4,286 | 0.0% | 0.15% | -3.8% |
| Q2 2020 | $1,091,000 | +16.4% | 4,286 | 0.0% | 0.16% | -6.6% |
| Q1 2020 | $937,000 | -5.1% | 4,286 | 0.0% | 0.17% | -19.3% |
| Q4 2019 | $987,000 | +16.8% | 4,286 | 0.0% | 0.21% | +3.0% |
| Q3 2019 | $845,000 | +2.3% | 4,286 | 0.0% | 0.20% | -14.5% |
| Q2 2019 | $826,000 | +5.4% | 4,286 | 0.0% | 0.24% | -6.0% |
| Q1 2019 | $784,000 | – | 4,286 | – | 0.25% | – |
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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% |