ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 49 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $80,305,045 | +8.0% | 1,346,270 | +12.9% | 0.01% | +14.3% |
Q2 2023 | $74,364,301 | +8.9% | 1,192,854 | -3.3% | 0.01% | 0.0% |
Q1 2023 | $68,309,383 | +11.7% | 1,233,939 | -1.8% | 0.01% | 0.0% |
Q4 2022 | $61,165,495 | +4.9% | 1,256,481 | +4.0% | 0.01% | -12.5% |
Q3 2022 | $58,307,000 | -1.6% | 1,208,180 | +2.1% | 0.01% | 0.0% |
Q2 2022 | $59,274,000 | -25.1% | 1,183,355 | -2.9% | 0.01% | -27.3% |
Q1 2022 | $79,177,000 | +1.0% | 1,218,091 | +11.6% | 0.01% | +10.0% |
Q4 2021 | $78,371,000 | +5.9% | 1,091,214 | -3.3% | 0.01% | 0.0% |
Q3 2021 | $73,980,000 | +3.2% | 1,128,596 | +2.0% | 0.01% | +11.1% |
Q2 2021 | $71,657,000 | +7.6% | 1,106,494 | +379.4% | 0.01% | -10.0% |
Q1 2021 | $66,585,000 | -15.3% | 230,822 | -14.9% | 0.01% | -16.7% |
Q4 2020 | $78,656,000 | +11.3% | 271,340 | +2.7% | 0.01% | -14.3% |
Q3 2020 | $70,668,000 | +8.1% | 264,230 | -5.3% | 0.01% | 0.0% |
Q2 2020 | $65,393,000 | +81.2% | 278,888 | +43.6% | 0.01% | +40.0% |
Q1 2020 | $36,087,000 | +51.0% | 194,279 | +70.7% | 0.01% | +66.7% |
Q4 2019 | $23,898,000 | -14.7% | 113,823 | -22.2% | 0.01% | -14.3% |
Q3 2019 | $28,003,000 | +13.2% | 146,267 | +13.5% | 0.01% | 0.0% |
Q2 2019 | $24,730,000 | -16.8% | 128,904 | -20.7% | 0.01% | -12.5% |
Q1 2019 | $29,731,000 | -5.2% | 162,613 | -17.8% | 0.01% | -11.1% |
Q4 2018 | $31,370,000 | -15.4% | 197,883 | -0.8% | 0.01% | 0.0% |
Q3 2018 | $37,072,000 | +31.0% | 199,461 | +23.2% | 0.01% | +12.5% |
Q2 2018 | $28,290,000 | +5.2% | 161,956 | -1.3% | 0.01% | +14.3% |
Q1 2018 | $26,881,000 | +3.7% | 164,046 | -1.0% | 0.01% | 0.0% |
Q4 2017 | $25,932,000 | +3.6% | 165,708 | -3.1% | 0.01% | 0.0% |
Q3 2017 | $25,035,000 | +11.0% | 171,018 | +5.6% | 0.01% | 0.0% |
Q2 2017 | $22,557,000 | -41.7% | 162,007 | -44.9% | 0.01% | +16.7% |
Q1 2017 | $38,718,000 | +39.5% | 294,042 | +28.2% | 0.01% | +20.0% |
Q4 2016 | $27,756,000 | +142.4% | 229,348 | +144.2% | 0.01% | +25.0% |
Q3 2016 | $11,449,000 | -7.2% | 93,905 | -10.9% | 0.00% | 0.0% |
Q2 2016 | $12,333,000 | -5.9% | 105,334 | -5.0% | 0.00% | -20.0% |
Q1 2016 | $13,101,000 | -2.1% | 110,892 | -0.3% | 0.01% | 0.0% |
Q4 2015 | $13,379,000 | +33.6% | 111,227 | +24.4% | 0.01% | +25.0% |
Q3 2015 | $10,014,000 | +6.9% | 89,430 | +13.3% | 0.00% | +33.3% |
Q2 2015 | $9,369,000 | -38.2% | 78,953 | -38.5% | 0.00% | -50.0% |
Q1 2015 | $15,169,000 | +47.5% | 128,294 | +41.2% | 0.01% | +50.0% |
Q4 2014 | $10,283,000 | +22.6% | 90,868 | +17.9% | 0.00% | +33.3% |
Q3 2014 | $8,388,000 | +7.9% | 77,084 | +5.7% | 0.00% | 0.0% |
Q2 2014 | $7,775,000 | -15.2% | 72,898 | -20.8% | 0.00% | -25.0% |
Q1 2014 | $9,173,000 | +0.2% | 92,084 | +0.3% | 0.00% | 0.0% |
Q4 2013 | $9,153,000 | +12.0% | 91,789 | +0.7% | 0.00% | 0.0% |
Q3 2013 | $8,175,000 | +17.4% | 91,156 | +7.5% | 0.00% | 0.0% |
Q2 2013 | $6,965,000 | – | 84,831 | – | 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% |