ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $439,000 | +12.6% | 7,041 | -0.2% | 0.00% | 0.0% |
| Q1 2023 | $390,000 | +13.7% | 7,053 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $343,000 | +0.9% | 7,053 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $340,000 | -3.7% | 7,053 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $353,000 | -22.9% | 7,053 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $458,000 | -9.5% | 7,053 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $506,000 | -91.2% | 7,053 | -92.0% | 0.00% | -90.0% |
| Q3 2021 | $5,758,000 | -25.9% | 87,841 | -26.8% | 0.01% | -28.6% |
| Q2 2021 | $7,768,000 | +400.2% | 119,951 | +2127.9% | 0.01% | +366.7% |
| Q1 2021 | $1,553,000 | +274.2% | 5,384 | +276.0% | 0.00% | +200.0% |
| Q4 2020 | $415,000 | 0.0% | 1,432 | -7.7% | 0.00% | 0.0% |
| Q3 2020 | $415,000 | – | 1,552 | – | 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% |