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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,243,000 | +19.4% | 65,284 | +18.9% | 0.01% | +14.3% |
| Q4 2021 | $3,555,000 | -4.9% | 54,894 | -3.8% | 0.01% | -12.5% |
| Q3 2021 | $3,740,000 | +5.2% | 57,053 | +3.9% | 0.01% | +14.3% |
| Q2 2021 | $3,555,000 | +35.8% | 54,894 | +505.0% | 0.01% | +16.7% |
| Q1 2021 | $2,617,000 | -3.6% | 9,073 | -3.1% | 0.01% | 0.0% |
| Q4 2020 | $2,715,000 | +13.5% | 9,365 | +4.7% | 0.01% | 0.0% |
| Q3 2020 | $2,393,000 | +27.2% | 8,947 | -11.6% | 0.01% | 0.0% |
| Q2 2020 | $1,881,000 | 0.0% | 10,125 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $1,881,000 | -5.5% | 10,125 | +6.8% | 0.01% | +16.7% |
| Q4 2019 | $1,990,000 | – | 9,480 | – | 0.01% | – |
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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% |