ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 200 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,328 | -4.3% | 1,749 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $109,035 | +12.6% | 1,749 | 0.0% | 0.03% | +6.9% |
| Q1 2023 | $96,823 | +13.7% | 1,749 | 0.0% | 0.03% | +7.4% |
| Q4 2022 | $85,141 | +1.4% | 1,749 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $84,000 | -4.5% | 1,749 | 0.0% | 0.03% | -6.7% |
| Q2 2022 | $88,000 | -25.4% | 1,749 | -3.4% | 0.03% | -14.3% |
| Q1 2022 | $118,000 | -9.2% | 1,810 | 0.0% | 0.04% | -12.5% |
| Q4 2021 | $130,000 | +9.2% | 1,810 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $119,000 | +1.7% | 1,810 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $117,000 | +12.5% | 1,810 | +400.0% | 0.04% | +11.4% |
| Q1 2021 | $104,000 | -1.0% | 362 | 0.0% | 0.04% | -7.9% |
| Q4 2020 | $105,000 | -8.7% | 362 | -15.6% | 0.04% | -19.1% |
| Q3 2020 | $115,000 | +13.9% | 429 | 0.0% | 0.05% | +6.8% |
| Q2 2020 | $101,000 | +26.2% | 429 | 0.0% | 0.04% | +10.0% |
| Q1 2020 | $80,000 | -11.1% | 429 | 0.0% | 0.04% | +11.1% |
| Q4 2019 | $90,000 | – | 429 | – | 0.04% | – |
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% |