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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,885 | -4.3% | 8,900 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $554,838 | +12.6% | 8,900 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $492,693 | +8.4% | 8,900 | -4.7% | 0.01% | 0.0% |
| Q4 2022 | $454,629 | -6.1% | 9,339 | -6.8% | 0.01% | -9.1% |
| Q3 2022 | $484,000 | -3.6% | 10,021 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $502,000 | -22.9% | 10,021 | +0.0% | 0.01% | -8.3% |
| Q1 2022 | $651,000 | -9.6% | 10,020 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $720,000 | -14.0% | 10,019 | -21.5% | 0.01% | -20.0% |
| Q3 2021 | $837,000 | +1.2% | 12,767 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $827,000 | 0.0% | 12,767 | +345.5% | 0.02% | -6.2% |
| Q1 2021 | $827,000 | -9.2% | 2,866 | -8.8% | 0.02% | -11.1% |
| Q4 2020 | $911,000 | +8.5% | 3,141 | 0.0% | 0.02% | -10.0% |
| Q3 2020 | $840,000 | +14.1% | 3,141 | +0.0% | 0.02% | +11.1% |
| Q2 2020 | $736,000 | +32.6% | 3,140 | +5.1% | 0.02% | +5.9% |
| Q1 2020 | $555,000 | -11.6% | 2,989 | 0.0% | 0.02% | +21.4% |
| Q4 2019 | $628,000 | +9.8% | 2,989 | +0.0% | 0.01% | +7.7% |
| Q3 2019 | $572,000 | -5.0% | 2,988 | -4.8% | 0.01% | -7.1% |
| Q2 2019 | $602,000 | +4.9% | 3,138 | +0.0% | 0.01% | +7.7% |
| Q1 2019 | $574,000 | +15.5% | 3,137 | +0.0% | 0.01% | 0.0% |
| Q4 2018 | $497,000 | -14.8% | 3,136 | +0.1% | 0.01% | +8.3% |
| Q3 2018 | $583,000 | +6.6% | 3,134 | +0.0% | 0.01% | +9.1% |
| Q2 2018 | $547,000 | +6.6% | 3,133 | 0.0% | 0.01% | +10.0% |
| Q1 2018 | $513,000 | +4.7% | 3,133 | +0.0% | 0.01% | +11.1% |
| Q4 2017 | $490,000 | +7.0% | 3,132 | +0.1% | 0.01% | +12.5% |
| Q3 2017 | $458,000 | +5.3% | 3,129 | +0.1% | 0.01% | 0.0% |
| Q2 2017 | $435,000 | +0.7% | 3,127 | -4.6% | 0.01% | 0.0% |
| Q1 2017 | $432,000 | +8.8% | 3,278 | +0.1% | 0.01% | 0.0% |
| Q4 2016 | $397,000 | -0.5% | 3,276 | +0.1% | 0.01% | 0.0% |
| Q3 2016 | $399,000 | +4.2% | 3,273 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $383,000 | -1.0% | 3,273 | +0.0% | 0.01% | 0.0% |
| Q1 2016 | $387,000 | -2.5% | 3,272 | -1.0% | 0.01% | 0.0% |
| Q4 2015 | $397,000 | +7.3% | 3,304 | +0.1% | 0.01% | 0.0% |
| Q3 2015 | $370,000 | -5.6% | 3,302 | +0.0% | 0.01% | +14.3% |
| Q2 2015 | $392,000 | +0.5% | 3,301 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $390,000 | +1.3% | 3,301 | -2.9% | 0.01% | -12.5% |
| Q4 2014 | $385,000 | +1.3% | 3,400 | -2.6% | 0.01% | 0.0% |
| Q3 2014 | $380,000 | +2.2% | 3,489 | 0.0% | 0.01% | +14.3% |
| Q2 2014 | $372,000 | +7.2% | 3,489 | +0.0% | 0.01% | 0.0% |
| Q1 2014 | $347,000 | -7.0% | 3,488 | -6.7% | 0.01% | 0.0% |
| Q4 2013 | $373,000 | +11.3% | 3,738 | +0.0% | 0.01% | 0.0% |
| Q3 2013 | $335,000 | +9.1% | 3,737 | +0.0% | 0.01% | 0.0% |
| Q2 2013 | $307,000 | – | 3,736 | – | 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% |