ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 60 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Baystate Wealth Management LLC | 383,514 | $47,153,000 | 9.38% |
| Courage Miller Partners, LLC | 15,693 | $1,899,000 | 1.32% |
| Clearstead Advisors, LLC | 63,854 | $7,728,000 | 1.25% |
| McQueen, Ball & Associates Inc. | 13,055 | $1,580,000 | 1.05% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | $1,545,000 | 1.00% |
| RWA WEALTH PARTNERS, LLC | 8,189 | $991,000 | 0.90% |
| Kovack Advisors, Inc. | 11,066 | $1,339,000 | 0.64% |
| AXA S.A. | 611,323 | $73,982,000 | 0.35% |
| Marietta Wealth Management, LLC | 3,383 | $409,000 | 0.33% |
| Kelman-Lazarov, Inc. | 3,865 | $467,742,000 | 0.26% |