ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,544 | -4.3% | 160 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $9,975 | +12.6% | 160 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $8,857 | +13.7% | 160 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,789 | -99.9% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,722,000 | -3.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,014,000 | -18.4% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,827,000 | -14.5% | 160 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $11,491,000 | +9.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,488,000 | +13.6% | 160 | +400.0% | 0.00% | 0.0% |
| Q1 2021 | $9,231,000 | -0.5% | 32 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,276,000 | +8.4% | 32 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,558,000 | +14.1% | 32 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,503,000 | +124950.0% | 32 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -76.0% | 32 | -73.1% | 0.00% | -69.2% |
| Q4 2019 | $25,000 | – | 119 | – | 0.01% | – |
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% |