ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,153,000 | -9.1% | 44,613 | -5.7% | 1.81% | -3.2% |
| Q2 2022 | $2,369,000 | -36.9% | 47,286 | -18.1% | 1.87% | -23.0% |
| Q1 2022 | $3,755,000 | -7.5% | 57,763 | +2.1% | 2.43% | -0.9% |
| Q4 2021 | $4,061,000 | +11.1% | 56,551 | +1.4% | 2.46% | +5.5% |
| Q3 2021 | $3,655,000 | +2.8% | 55,758 | +1.5% | 2.33% | +3.7% |
| Q2 2021 | $3,557,000 | – | 54,930 | – | 2.25% | – |
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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% |