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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,024,707 | -2.7% | 33,943 | +1.7% | 0.00% | 0.0% |
| Q2 2023 | $2,081,213 | -0.5% | 33,384 | -11.7% | 0.00% | -25.0% |
| Q1 2023 | $2,092,359 | -32.3% | 37,796 | -40.5% | 0.00% | -20.0% |
| Q4 2022 | $3,090,667 | +63.4% | 63,489 | +61.9% | 0.01% | +25.0% |
| Q3 2022 | $1,892,000 | -2.4% | 39,210 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $1,938,000 | +15.2% | 38,696 | +49.5% | 0.00% | +33.3% |
| Q1 2022 | $1,683,000 | -9.4% | 25,886 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $1,857,000 | -6.8% | 25,861 | -14.9% | 0.00% | 0.0% |
| Q3 2021 | $1,992,000 | +19.6% | 30,396 | +18.2% | 0.00% | 0.0% |
| Q2 2021 | $1,666,000 | +35.9% | 25,721 | +505.2% | 0.00% | +50.0% |
| Q1 2021 | $1,226,000 | -5.5% | 4,250 | -5.0% | 0.00% | 0.0% |
| Q4 2020 | $1,297,000 | +1.9% | 4,474 | -6.0% | 0.00% | -33.3% |
| Q3 2020 | $1,273,000 | +10.7% | 4,759 | -3.0% | 0.00% | 0.0% |
| Q2 2020 | $1,150,000 | +26.0% | 4,904 | -0.2% | 0.00% | +50.0% |
| Q1 2020 | $913,000 | -10.9% | 4,913 | +0.6% | 0.00% | 0.0% |
| Q4 2019 | $1,025,000 | – | 4,883 | – | 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% |