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 | $117,809 | -25.2% | 1,975 | -21.8% | 0.00% | 0.0% |
| Q2 2023 | $157,412 | +12.6% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $139,781 | +13.7% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $122,917 | +0.8% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $122,000 | -3.2% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $126,000 | -23.2% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $164,000 | -9.4% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $181,000 | +9.0% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $166,000 | +1.2% | 2,525 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $164,000 | +12.3% | 2,525 | +400.0% | 0.00% | 0.0% |
| Q1 2021 | $146,000 | 0.0% | 505 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $146,000 | -39.4% | 505 | -43.9% | 0.00% | 0.0% |
| Q3 2020 | $241,000 | +14.2% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $211,000 | +26.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $167,000 | -20.5% | 900 | -10.0% | 0.00% | 0.0% |
| Q4 2019 | $210,000 | +22.1% | 1,000 | +11.1% | 0.00% | 0.0% |
| Q3 2019 | $172,000 | -0.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $173,000 | +0.6% | 900 | -4.2% | 0.00% | 0.0% |
| Q1 2019 | $172,000 | +11.0% | 939 | -4.0% | 0.00% | 0.0% |
| Q4 2018 | $155,000 | -16.2% | 978 | -1.8% | 0.00% | 0.0% |
| Q3 2018 | $185,000 | +6.3% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $174,000 | +6.7% | 996 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $163,000 | +4.5% | 996 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $156,000 | +6.8% | 996 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $146,000 | +5.0% | 996 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $139,000 | -4.8% | 996 | -10.3% | 0.00% | 0.0% |
| Q1 2017 | $146,000 | +9.0% | 1,110 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $134,000 | -0.7% | 1,110 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $135,000 | +15.4% | 1,110 | +11.0% | 0.00% | 0.0% |
| Q2 2016 | $117,000 | -0.8% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $118,000 | -1.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $120,000 | +7.1% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $112,000 | -5.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $119,000 | +0.8% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $118,000 | +637.5% | 1,000 | +400.0% | 0.00% | – |
| Q2 2013 | $16,000 | – | 200 | – | 0.00% | – |
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% |