ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 198 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,313 | +1.4% | 258 | 0.0% | 0.00% | – |
| Q2 2023 | $16,086 | +20.7% | 258 | 0.0% | 0.00% | – |
| Q4 2022 | $13,332 | -79.5% | 258 | -78.3% | 0.00% | – |
| Q3 2022 | $65,000 | +400.0% | 1,187 | +360.1% | 0.00% | – |
| Q2 2022 | $13,000 | -23.5% | 258 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | -10.5% | 258 | 0.0% | 0.00% | – |
| Q4 2021 | $19,000 | +11.8% | 258 | 0.0% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | -10.5% | 258 | +316.1% | 0.00% | – |
| Q1 2021 | $19,000 | +5.6% | 62 | 0.0% | 0.00% | – |
| Q4 2020 | $18,000 | +12.5% | 62 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 62 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | +36.4% | 62 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | -42.1% | 62 | -31.1% | 0.00% | – |
| Q4 2019 | $19,000 | +11.8% | 90 | 0.0% | 0.00% | – |
| Q3 2019 | $17,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2019 | $17,000 | -97.9% | 90 | -98.7% | 0.00% | -100.0% |
| Q4 2015 | $814,000 | +9.1% | 6,767 | +1.6% | 0.00% | 0.0% |
| Q3 2015 | $746,000 | -6.9% | 6,660 | -1.4% | 0.00% | 0.0% |
| Q2 2015 | $801,000 | +62.8% | 6,752 | +62.3% | 0.00% | 0.0% |
| Q1 2015 | $492,000 | -46.7% | 4,160 | -49.0% | 0.00% | 0.0% |
| Q4 2014 | $923,000 | – | 8,160 | – | 0.00% | – |
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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% |