ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 2 filers reported holding ISHARES TR in Q4 2010. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $226,000 | -1.7% | 1,911 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $230,000 | +7.5% | 1,911 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $214,000 | -5.7% | 1,911 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $227,000 | +0.4% | 1,911 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $226,000 | +0.4% | 1,911 | -3.8% | 0.01% | +14.3% |
| Q4 2014 | $225,000 | +4.2% | 1,986 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $216,000 | +1.9% | 1,986 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $212,000 | +7.1% | 1,986 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $198,000 | 0.0% | 1,986 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $198,000 | +11.2% | 1,986 | 0.0% | 0.01% | +16.7% |
| Q3 2013 | $178,000 | +9.2% | 1,986 | 0.0% | 0.01% | +100.0% |
| Q2 2013 | $163,000 | +1064.3% | 1,986 | +893.0% | 0.00% | – |
| Q2 2011 | $14,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2011 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | – |
| Q4 2010 | $13,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
| FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
| Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
| Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
| Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
| Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
| Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
| Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
| Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |