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 | $307,911 | -3.3% | 5,162 | +1.1% | 0.00% | – |
| Q2 2023 | $318,311 | +12.6% | 5,106 | +0.0% | 0.00% | – |
| Q1 2023 | $282,604 | +20.9% | 5,105 | +6.3% | 0.00% | – |
| Q4 2022 | $233,780 | -12.8% | 4,802 | -13.5% | 0.00% | – |
| Q3 2022 | $268,000 | -3.6% | 5,551 | +0.0% | 0.00% | – |
| Q2 2022 | $278,000 | -22.8% | 5,550 | 0.0% | 0.00% | – |
| Q1 2022 | $360,000 | +64.4% | 5,550 | +82.0% | 0.00% | – |
| Q4 2021 | $219,000 | +26.6% | 3,049 | +14.9% | 0.00% | – |
| Q3 2021 | $173,000 | -29.7% | 2,653 | -30.1% | 0.00% | – |
| Q2 2021 | $246,000 | -24.1% | 3,798 | +239.1% | 0.00% | – |
| Q1 2021 | $324,000 | -24.7% | 1,120 | -24.6% | 0.00% | – |
| Q4 2020 | $430,000 | -7.9% | 1,485 | -14.8% | 0.00% | -100.0% |
| Q3 2020 | $467,000 | +7.6% | 1,743 | -5.8% | 0.00% | 0.0% |
| Q2 2020 | $434,000 | +86.3% | 1,850 | +47.6% | 0.00% | – |
| Q1 2020 | $233,000 | -13.1% | 1,253 | -1.9% | 0.00% | – |
| Q4 2019 | $268,000 | +9.8% | 1,277 | 0.0% | 0.00% | – |
| Q3 2019 | $244,000 | -11.3% | 1,277 | -11.0% | 0.00% | – |
| Q2 2019 | $275,000 | +5.8% | 1,435 | +0.7% | 0.00% | – |
| Q1 2019 | $260,000 | +14.5% | 1,425 | -0.6% | 0.00% | – |
| Q4 2018 | $227,000 | -18.1% | 1,433 | -3.7% | 0.00% | – |
| Q3 2018 | $277,000 | +30.7% | 1,488 | +22.7% | 0.00% | – |
| Q2 2018 | $212,000 | +19.1% | 1,213 | +11.5% | 0.00% | – |
| Q1 2018 | $178,000 | +23.6% | 1,088 | +18.3% | 0.00% | – |
| Q4 2017 | $144,000 | +6.7% | 920 | -0.2% | 0.00% | – |
| Q3 2017 | $135,000 | +4.7% | 922 | -0.2% | 0.00% | – |
| Q2 2017 | $129,000 | +2.4% | 924 | -3.3% | 0.00% | – |
| Q1 2017 | $126,000 | +4.1% | 956 | -4.3% | 0.00% | – |
| Q4 2016 | $121,000 | -35.3% | 999 | -34.9% | 0.00% | – |
| Q3 2016 | $187,000 | +55.8% | 1,535 | +50.2% | 0.00% | – |
| Q2 2016 | $120,000 | -7.7% | 1,022 | -6.6% | 0.00% | – |
| Q1 2016 | $130,000 | +8.3% | 1,094 | +9.7% | 0.00% | – |
| Q4 2015 | $120,000 | +7.1% | 997 | 0.0% | 0.00% | – |
| Q3 2015 | $112,000 | -5.1% | 997 | 0.0% | 0.00% | – |
| Q2 2015 | $118,000 | -46.8% | 997 | -46.8% | 0.00% | – |
| Q1 2015 | $222,000 | – | 1,874 | – | 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% |