ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 185 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,400,247 | +2555.7% | 41,085 | +724.2% | 0.01% | +1200.0% |
| Q3 2022 | $241,000 | -3.6% | 4,985 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $250,000 | -22.8% | 4,985 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $324,000 | -9.5% | 4,985 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $358,000 | +9.5% | 4,985 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $327,000 | +1.2% | 4,985 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $323,000 | +12.2% | 4,985 | +400.0% | 0.00% | 0.0% |
| Q1 2021 | $288,000 | -0.3% | 997 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $289,000 | +23.5% | 997 | -0.3% | 0.00% | 0.0% |
| Q2 2020 | $234,000 | -33.1% | 1,000 | -53.2% | 0.00% | -50.0% |
| Q1 2018 | $350,000 | +9.4% | 2,139 | +4.6% | 0.00% | 0.0% |
| Q4 2017 | $320,000 | -1.5% | 2,045 | -8.0% | 0.00% | 0.0% |
| Q3 2017 | $325,000 | +0.9% | 2,223 | -3.7% | 0.00% | 0.0% |
| Q2 2017 | $322,000 | -1.5% | 2,309 | -7.2% | 0.00% | 0.0% |
| Q1 2017 | $327,000 | -11.1% | 2,487 | -18.3% | 0.00% | 0.0% |
| Q4 2016 | $368,000 | +19.5% | 3,043 | +20.5% | 0.00% | 0.0% |
| Q3 2016 | $308,000 | +0.3% | 2,525 | -3.7% | 0.00% | 0.0% |
| Q2 2016 | $307,000 | -5.2% | 2,621 | -4.3% | 0.00% | 0.0% |
| Q1 2016 | $324,000 | -1.5% | 2,739 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $329,000 | +7.2% | 2,739 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $307,000 | -28.6% | 2,739 | -24.4% | 0.00% | -33.3% |
| Q2 2015 | $430,000 | +0.5% | 3,623 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $428,000 | +1.4% | 3,623 | -3.0% | 0.00% | 0.0% |
| Q4 2014 | $422,000 | +61.7% | 3,734 | +55.3% | 0.00% | +50.0% |
| Q3 2014 | $261,000 | – | 2,404 | – | 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% |