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 | $2,046,216 | -7.2% | 34,304 | -3.0% | 0.00% | +100.0% |
| Q2 2023 | $2,204,871 | -4.2% | 35,368 | -15.0% | 0.00% | -50.0% |
| Q1 2023 | $2,302,650 | +8.7% | 41,595 | -4.4% | 0.00% | 0.0% |
| Q4 2022 | $2,118,926 | +22.6% | 43,528 | +21.6% | 0.00% | +100.0% |
| Q3 2022 | $1,728,000 | -9.1% | 35,806 | -5.6% | 0.00% | 0.0% |
| Q2 2022 | $1,900,000 | -10.0% | 37,929 | +16.7% | 0.00% | 0.0% |
| Q1 2022 | $2,112,000 | -7.4% | 32,499 | +2.4% | 0.00% | 0.0% |
| Q4 2021 | $2,280,000 | +3.8% | 31,740 | -5.2% | 0.00% | 0.0% |
| Q3 2021 | $2,196,000 | -41.4% | 33,494 | -42.1% | 0.00% | -50.0% |
| Q2 2021 | $3,745,000 | -0.1% | 57,826 | +345.0% | 0.00% | 0.0% |
| Q1 2021 | $3,749,000 | -2.6% | 12,996 | -2.2% | 0.00% | 0.0% |
| Q4 2020 | $3,851,000 | +1.0% | 13,284 | -6.8% | 0.00% | 0.0% |
| Q3 2020 | $3,813,000 | -39.5% | 14,258 | -47.0% | 0.00% | -60.0% |
| Q2 2020 | $6,303,000 | +20.7% | 26,881 | -4.4% | 0.01% | 0.0% |
| Q1 2020 | $5,221,000 | -13.3% | 28,108 | -1.9% | 0.01% | +25.0% |
| Q4 2019 | $6,019,000 | +16.7% | 28,667 | +6.4% | 0.00% | 0.0% |
| Q3 2019 | $5,158,000 | -1.7% | 26,941 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $5,248,000 | +3.3% | 27,353 | -1.6% | 0.00% | -20.0% |
| Q1 2019 | $5,082,000 | +14.0% | 27,795 | -1.1% | 0.01% | 0.0% |
| Q4 2018 | $4,456,000 | -15.8% | 28,105 | -1.3% | 0.01% | 0.0% |
| Q3 2018 | $5,293,000 | +13.5% | 28,478 | +6.3% | 0.01% | +25.0% |
| Q2 2018 | $4,662,000 | +6.9% | 26,788 | +0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,361,000 | +7.9% | 26,775 | +3.7% | 0.00% | +33.3% |
| Q4 2017 | $4,041,000 | +6.2% | 25,820 | -0.6% | 0.00% | 0.0% |
| Q3 2017 | $3,804,000 | +4.1% | 25,983 | -0.9% | 0.00% | 0.0% |
| Q2 2017 | $3,653,000 | +7.3% | 26,232 | +1.5% | 0.00% | 0.0% |
| Q1 2017 | $3,404,000 | +9.8% | 25,852 | +1.0% | 0.00% | 0.0% |
| Q4 2016 | $3,099,000 | +8.0% | 25,605 | +8.8% | 0.00% | 0.0% |
| Q3 2016 | $2,870,000 | -1.5% | 23,536 | -5.4% | 0.00% | 0.0% |
| Q2 2016 | $2,914,000 | +0.0% | 24,886 | +1.0% | 0.00% | 0.0% |
| Q1 2016 | $2,913,000 | -1.3% | 24,646 | +0.4% | 0.00% | 0.0% |
| Q4 2015 | $2,951,000 | +13.3% | 24,545 | +5.6% | 0.00% | +50.0% |
| Q3 2015 | $2,604,000 | -3.8% | 23,253 | +2.0% | 0.00% | 0.0% |
| Q2 2015 | $2,706,000 | +33.6% | 22,807 | +33.1% | 0.00% | 0.0% |
| Q1 2015 | $2,026,000 | +7.9% | 17,141 | +3.3% | 0.00% | 0.0% |
| Q4 2014 | $1,877,000 | +5.4% | 16,597 | +1.5% | 0.00% | 0.0% |
| Q3 2014 | $1,780,000 | +6.7% | 16,358 | +4.5% | 0.00% | 0.0% |
| Q2 2014 | $1,669,000 | +6.1% | 15,653 | -0.9% | 0.00% | 0.0% |
| Q1 2014 | $1,573,000 | +2.5% | 15,794 | +3.0% | 0.00% | +100.0% |
| Q4 2013 | $1,534,000 | +10.7% | 15,341 | -0.7% | 0.00% | 0.0% |
| Q3 2013 | $1,386,000 | +10.3% | 15,448 | +0.9% | 0.00% | 0.0% |
| Q2 2013 | $1,257,000 | – | 15,307 | – | 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% |