ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 95 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,513,266 | -4.4% | 58,898 | -0.1% | 0.04% | -2.2% |
| Q2 2023 | $3,675,836 | +12.0% | 58,963 | -0.6% | 0.05% | +4.5% |
| Q1 2023 | $3,282,389 | +8.7% | 59,293 | -4.4% | 0.04% | +7.3% |
| Q4 2022 | $3,020,594 | -2.1% | 62,050 | -2.9% | 0.04% | -10.9% |
| Q3 2022 | $3,084,000 | -3.7% | 63,900 | 0.0% | 0.05% | +2.2% |
| Q2 2022 | $3,201,000 | -24.4% | 63,900 | -1.9% | 0.04% | -15.1% |
| Q1 2022 | $4,235,000 | -10.1% | 65,150 | -0.7% | 0.05% | -8.6% |
| Q4 2021 | $4,713,000 | +8.8% | 65,626 | -0.7% | 0.06% | 0.0% |
| Q3 2021 | $4,332,000 | +0.6% | 66,087 | -0.7% | 0.06% | -3.3% |
| Q2 2021 | $4,308,000 | +11.1% | 66,522 | +395.1% | 0.06% | +3.4% |
| Q1 2021 | $3,876,000 | -1.4% | 13,435 | -0.9% | 0.06% | -10.8% |
| Q4 2020 | $3,931,000 | +2.9% | 13,560 | -5.1% | 0.06% | -8.5% |
| Q3 2020 | $3,821,000 | +12.7% | 14,285 | -1.2% | 0.07% | +2.9% |
| Q2 2020 | $3,391,000 | +24.5% | 14,460 | -1.4% | 0.07% | +15.0% |
| Q1 2020 | $2,723,000 | -14.9% | 14,660 | -3.7% | 0.06% | 0.0% |
| Q4 2019 | $3,199,000 | +8.4% | 15,225 | -1.2% | 0.06% | +1.7% |
| Q3 2019 | $2,950,000 | -10.9% | 15,410 | -10.7% | 0.06% | -14.5% |
| Q2 2019 | $3,312,000 | +3.9% | 17,265 | -1.0% | 0.07% | +1.5% |
| Q1 2019 | $3,188,000 | +11.7% | 17,437 | -3.1% | 0.07% | -1.4% |
| Q4 2018 | $2,853,000 | -17.0% | 18,002 | -2.7% | 0.07% | -9.2% |
| Q3 2018 | $3,438,000 | +3.6% | 18,502 | -2.6% | 0.08% | -6.2% |
| Q2 2018 | $3,319,000 | +4.9% | 19,002 | -1.6% | 0.08% | 0.0% |
| Q1 2018 | $3,165,000 | -3.9% | 19,317 | -8.3% | 0.08% | -1.2% |
| Q4 2017 | $3,294,000 | -1.7% | 21,055 | -8.0% | 0.08% | -7.9% |
| Q3 2017 | $3,350,000 | +2.7% | 22,888 | -2.3% | 0.09% | -2.2% |
| Q2 2017 | $3,262,000 | +1.4% | 23,428 | -4.1% | 0.09% | -2.2% |
| Q1 2017 | $3,216,000 | +7.3% | 24,428 | -1.4% | 0.09% | +1.1% |
| Q4 2016 | $2,998,000 | -9.5% | 24,778 | -8.8% | 0.09% | -13.2% |
| Q3 2016 | $3,311,000 | +1.6% | 27,158 | -2.4% | 0.11% | -0.9% |
| Q2 2016 | $3,258,000 | -12.6% | 27,833 | -11.8% | 0.11% | -17.7% |
| Q1 2016 | $3,727,000 | -3.7% | 31,555 | -2.0% | 0.13% | -4.4% |
| Q4 2015 | $3,872,000 | +7.9% | 32,190 | +0.4% | 0.14% | +3.0% |
| Q3 2015 | $3,588,000 | -13.7% | 32,050 | -8.5% | 0.13% | -5.7% |
| Q2 2015 | $4,157,000 | +0.7% | 35,035 | +0.3% | 0.14% | +1.4% |
| Q1 2015 | $4,128,000 | -9.9% | 34,920 | -13.7% | 0.14% | -8.6% |
| Q4 2014 | $4,580,000 | +2.4% | 40,475 | -1.6% | 0.15% | +0.7% |
| Q3 2014 | $4,474,000 | -2.6% | 41,125 | -4.5% | 0.15% | -8.5% |
| Q2 2014 | $4,592,000 | +4.7% | 43,060 | -2.2% | 0.16% | +1.9% |
| Q1 2014 | $4,385,000 | -1.3% | 44,030 | -1.2% | 0.16% | -1.8% |
| Q4 2013 | $4,445,000 | +10.7% | 44,585 | -0.4% | 0.16% | +2.5% |
| Q3 2013 | $4,014,000 | +6.2% | 44,760 | -2.8% | 0.16% | +1.9% |
| Q2 2013 | $3,781,000 | – | 46,055 | – | 0.16% | – |
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% |