ISHARES TR's ticker is JKE and the CUSIP is 464287119.
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 | 614,062 | $36,628,778 | 12.05% |
| Aspire Wealth Management Corp | 100,273 | $5,981,276 | 4.55% |
| FAS Wealth Partners, Inc. | 708,476 | $42,260,604 | 4.52% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 157,335 | $9,385,046 | 3.39% |
| DB Wealth Management Group, LLC | 82,774 | $4,937,445 | 3.12% |
| Sunburst Financial Group, LLC | 140,491 | $8,380,288 | 2.96% |
| Dentgroup LLC | 64,114 | $3,824,394 | 2.82% |
| Equitable Holdings, Inc. | 3,188,526 | $190,195,576 | 2.73% |
| Madison Wealth Partners, Inc | 44,066 | $2,628,534 | 1.33% |
| White Pine Investment CO | 62,175 | $3,709 | 1.30% |