ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,247,298 | +8.1% | 54,440 | +12.9% | 0.01% | +25.0% |
| Q2 2023 | $3,004,827 | +32.3% | 48,200 | +17.5% | 0.00% | +33.3% |
| Q1 2023 | $2,270,716 | +5.1% | 41,018 | -7.6% | 0.00% | 0.0% |
| Q4 2022 | $2,160,680 | -8.6% | 44,386 | -9.4% | 0.00% | -25.0% |
| Q3 2022 | $2,363,000 | -2.2% | 48,967 | +1.6% | 0.00% | 0.0% |
| Q2 2022 | $2,415,000 | -13.9% | 48,206 | +11.7% | 0.00% | 0.0% |
| Q1 2022 | $2,805,000 | -35.7% | 43,152 | -29.0% | 0.00% | -33.3% |
| Q4 2021 | $4,364,000 | 0.0% | 60,759 | -8.7% | 0.01% | 0.0% |
| Q3 2021 | $4,364,000 | +7.9% | 66,577 | +6.6% | 0.01% | 0.0% |
| Q2 2021 | $4,045,000 | +12.1% | 62,467 | +399.5% | 0.01% | 0.0% |
| Q1 2021 | $3,607,000 | +6.1% | 12,506 | +6.6% | 0.01% | 0.0% |
| Q4 2020 | $3,400,000 | -28.4% | 11,732 | -33.9% | 0.01% | -40.0% |
| Q3 2020 | $4,748,000 | +10.4% | 17,745 | -3.3% | 0.01% | 0.0% |
| Q2 2020 | $4,302,000 | +4.3% | 18,343 | -17.4% | 0.01% | -9.1% |
| Q1 2020 | $4,124,000 | +72.3% | 22,215 | +94.6% | 0.01% | +120.0% |
| Q4 2019 | $2,394,000 | +12.4% | 11,413 | +2.6% | 0.01% | 0.0% |
| Q3 2019 | $2,129,000 | +327.5% | 11,122 | +326.6% | 0.01% | +400.0% |
| Q2 2019 | $498,000 | -5.7% | 2,607 | -9.3% | 0.00% | 0.0% |
| Q1 2019 | $528,000 | -4.3% | 2,874 | -17.6% | 0.00% | -50.0% |
| Q4 2018 | $552,000 | -41.8% | 3,489 | -31.7% | 0.00% | -33.3% |
| Q3 2018 | $949,000 | +146.5% | 5,112 | +132.8% | 0.00% | +200.0% |
| Q2 2018 | $385,000 | +6.9% | 2,196 | -0.5% | 0.00% | 0.0% |
| Q1 2018 | $360,000 | -39.4% | 2,208 | -41.9% | 0.00% | -50.0% |
| Q4 2017 | $594,000 | +8.0% | 3,798 | +0.8% | 0.00% | 0.0% |
| Q3 2017 | $550,000 | +4.8% | 3,768 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $525,000 | +84.2% | 3,768 | +73.8% | 0.00% | +100.0% |
| Q1 2017 | $285,000 | +11.8% | 2,168 | +3.8% | 0.00% | 0.0% |
| Q4 2016 | $255,000 | 0.0% | 2,088 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $255,000 | -59.5% | 2,088 | -61.2% | 0.00% | -66.7% |
| Q2 2016 | $630,000 | +112.1% | 5,383 | +114.2% | 0.00% | +50.0% |
| Q1 2016 | $297,000 | +2.4% | 2,513 | +4.1% | 0.00% | 0.0% |
| Q4 2015 | $290,000 | – | 2,413 | – | 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% |