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 | $4,937,445 | +161.2% | 82,774 | +173.0% | 3.12% | +169.0% |
| Q2 2023 | $1,890,160 | +40.5% | 30,320 | +24.8% | 1.16% | +36.4% |
| Q1 2023 | $1,344,999 | +13.7% | 24,296 | +0.0% | 0.85% | +10.8% |
| Q4 2022 | $1,182,696 | +0.7% | 24,295 | -0.2% | 0.77% | -8.7% |
| Q3 2022 | $1,175,000 | -3.8% | 24,354 | -0.1% | 0.84% | +0.8% |
| Q2 2022 | $1,221,000 | -51.2% | 24,367 | -36.7% | 0.83% | -44.9% |
| Q1 2022 | $2,504,000 | -9.7% | 38,520 | -0.2% | 1.51% | -8.0% |
| Q4 2021 | $2,773,000 | +6.5% | 38,609 | -2.8% | 1.64% | -2.1% |
| Q3 2021 | $2,603,000 | +1.2% | 39,704 | +0.0% | 1.68% | +1.9% |
| Q2 2021 | $2,571,000 | -16.5% | 39,694 | +271.9% | 1.65% | -22.0% |
| Q1 2021 | $3,079,000 | -1.3% | 10,673 | -0.8% | 2.11% | -8.2% |
| Q4 2020 | $3,119,000 | – | 10,761 | – | 2.30% | – |
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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% |