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 | $22,546 | +2.0% | 377,964 | +6.6% | 0.05% | +4.4% |
| Q2 2023 | $22,108 | +18.3% | 354,628 | +5.1% | 0.04% | +15.4% |
| Q1 2023 | $18,683 | +23.3% | 337,503 | +8.4% | 0.04% | +8.3% |
| Q4 2022 | $15,152 | -99.9% | 311,275 | +20.5% | 0.04% | +12.5% |
| Q3 2022 | $12,466,000 | -4.3% | 258,329 | -0.6% | 0.03% | -5.9% |
| Q2 2022 | $13,023,000 | -21.7% | 259,998 | +1.6% | 0.03% | -10.5% |
| Q1 2022 | $16,637,000 | -12.3% | 255,959 | -3.1% | 0.04% | -11.6% |
| Q4 2021 | $18,966,000 | +9.8% | 264,082 | +0.2% | 0.04% | 0.0% |
| Q3 2021 | $17,275,000 | +4.5% | 263,548 | +3.3% | 0.04% | +2.4% |
| Q2 2021 | $16,524,000 | -6.1% | 255,163 | +318.1% | 0.04% | -16.0% |
| Q1 2021 | $17,605,000 | -12.6% | 61,031 | -12.1% | 0.05% | -18.0% |
| Q4 2020 | $20,137,000 | +14.5% | 69,468 | +5.6% | 0.06% | +1.7% |
| Q3 2020 | $17,587,000 | +43.2% | 65,759 | +25.6% | 0.06% | +30.4% |
| Q2 2020 | $12,278,000 | +32.3% | 52,363 | +4.8% | 0.05% | +7.0% |
| Q1 2020 | $9,282,000 | -41.7% | 49,972 | -34.1% | 0.04% | -29.5% |
| Q4 2019 | $15,929,000 | +12.6% | 75,868 | +2.7% | 0.06% | +1.7% |
| Q3 2019 | $14,149,000 | +2.1% | 73,904 | +2.3% | 0.06% | -1.6% |
| Q2 2019 | $13,860,000 | +0.7% | 72,246 | -4.0% | 0.06% | -4.7% |
| Q1 2019 | $13,760,000 | +14.0% | 75,261 | -1.1% | 0.06% | 0.0% |
| Q4 2018 | $12,068,000 | -14.9% | 76,124 | -0.3% | 0.06% | -5.9% |
| Q3 2018 | $14,185,000 | +8.0% | 76,324 | +1.5% | 0.07% | -1.4% |
| Q2 2018 | $13,135,000 | +7.7% | 75,197 | +1.0% | 0.07% | +4.5% |
| Q1 2018 | $12,199,000 | +5.1% | 74,449 | +0.4% | 0.07% | +4.8% |
| Q4 2017 | $11,610,000 | – | 74,188 | – | 0.06% | – |
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% |