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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $165,000 | -11.3% | 2,544 | -1.5% | 0.01% | -7.1% |
| Q4 2021 | $186,000 | +10.1% | 2,584 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $169,000 | -1.7% | 2,584 | -2.5% | 0.01% | 0.0% |
| Q2 2021 | $172,000 | +12.4% | 2,650 | +400.0% | 0.01% | -6.7% |
| Q1 2021 | $153,000 | -0.6% | 530 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $154,000 | +14.9% | 530 | +5.6% | 0.02% | -15.8% |
| Q3 2020 | $134,000 | +21.8% | 502 | +7.5% | 0.02% | +18.8% |
| Q2 2020 | $110,000 | -96.9% | 467 | -97.5% | 0.02% | -97.2% |
| Q3 2019 | $3,596,000 | +2.5% | 18,783 | +2.7% | 0.56% | +1.8% |
| Q2 2019 | $3,509,000 | -80.8% | 18,290 | +447.9% | 0.55% | +416.8% |
| Q1 2019 | $18,257,000 | +107294.1% | 3,338 | +26.3% | 0.11% | -12.3% |
| Q4 2018 | $17,000 | -99.4% | 2,643 | +16418.8% | 0.12% | -77.9% |
| Q3 2018 | $3,058,000 | +41.4% | 16 | -99.9% | 0.55% | +84.6% |
| Q2 2018 | $2,163,000 | +18.6% | 12,383 | +11.2% | 0.30% | -30.1% |
| Q1 2018 | $1,824,000 | +4.6% | 11,131 | -0.1% | 0.43% | -5.3% |
| Q4 2017 | $1,743,000 | – | 11,138 | – | 0.45% | – |
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% |