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 | $3,766,231 | -8.9% | 63,139 | -4.8% | 0.36% | -25.8% |
| Q2 2023 | $4,136,121 | +10.1% | 66,346 | -2.3% | 0.48% | +7.4% |
| Q1 2023 | $3,758,106 | +10.5% | 67,886 | -2.8% | 0.45% | -0.7% |
| Q4 2022 | $3,400,975 | -10.8% | 69,864 | -11.6% | 0.45% | -22.0% |
| Q3 2022 | $3,812,000 | -30.9% | 78,989 | -28.2% | 0.58% | -29.5% |
| Q2 2022 | $5,514,000 | -32.5% | 110,078 | -12.5% | 0.82% | -23.4% |
| Q1 2022 | $8,174,000 | +11.7% | 125,751 | +23.4% | 1.07% | +10.4% |
| Q4 2021 | $7,321,000 | +12.4% | 101,934 | +2.6% | 0.97% | +3.3% |
| Q3 2021 | $6,512,000 | +5.6% | 99,353 | +4.4% | 0.94% | +25.0% |
| Q2 2021 | $6,164,000 | +7.5% | 95,196 | +379.0% | 0.75% | -20.4% |
| Q1 2021 | $5,733,000 | +50.3% | 19,874 | +51.0% | 0.94% | +18.0% |
| Q4 2020 | $3,815,000 | -99.9% | 13,162 | -30.9% | 0.80% | -69.5% |
| Q3 2020 | $5,223,102,000 | -23.5% | 19,038 | -31.8% | 2.62% | -30.8% |
| Q2 2020 | $6,825,869,000 | +28.5% | 27,917 | -2.4% | 3.79% | +11.8% |
| Q1 2020 | $5,313,078,000 | -5.4% | 28,603 | +17.6% | 3.39% | +0.6% |
| Q4 2019 | $5,617,718,000 | – | 24,320 | – | 3.36% | – |
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% |