ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 54 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,329,000 | +25.5% | 15,830 | +14.2% | 0.02% | +16.7% |
| Q3 2019 | $2,653,000 | -53.8% | 13,862 | -53.7% | 0.02% | -57.1% |
| Q2 2019 | $5,744,000 | -3.7% | 29,908 | -8.3% | 0.04% | -8.7% |
| Q1 2019 | $5,967,000 | +43.5% | 32,629 | +24.5% | 0.05% | +24.3% |
| Q4 2018 | $4,157,000 | +8.1% | 26,216 | +26.7% | 0.04% | +15.6% |
| Q3 2018 | $3,845,000 | +33.4% | 20,688 | +17.6% | 0.03% | +18.5% |
| Q2 2018 | $2,882,000 | 0.0% | 17,593 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $2,882,000 | +40.3% | 17,593 | +34.1% | 0.03% | +35.0% |
| Q4 2017 | $2,054,000 | +45.1% | 13,121 | +35.7% | 0.02% | +33.3% |
| Q3 2017 | $1,416,000 | +81.5% | 9,670 | +73.5% | 0.02% | +66.7% |
| Q2 2017 | $780,000 | +15.7% | 5,575 | +5.3% | 0.01% | 0.0% |
| Q1 2017 | $674,000 | +10.0% | 5,296 | +4.3% | 0.01% | 0.0% |
| Q4 2016 | $613,000 | +5.9% | 5,077 | +6.9% | 0.01% | 0.0% |
| Q3 2016 | $579,000 | +52.8% | 4,751 | +46.8% | 0.01% | +50.0% |
| Q2 2016 | $379,000 | -11.4% | 3,237 | -10.8% | 0.01% | -25.0% |
| Q1 2016 | $428,000 | +11.5% | 3,629 | +13.9% | 0.01% | +14.3% |
| Q4 2015 | $384,000 | -1.5% | 3,186 | -8.6% | 0.01% | -12.5% |
| Q3 2015 | $390,000 | -22.6% | 3,485 | -17.9% | 0.01% | -11.1% |
| Q2 2015 | $504,000 | -49.0% | 4,245 | -49.2% | 0.01% | -52.6% |
| Q1 2015 | $988,000 | +4.6% | 8,353 | +0.0% | 0.02% | -9.5% |
| Q4 2014 | $945,000 | +23.4% | 8,350 | +18.6% | 0.02% | 0.0% |
| Q3 2014 | $766,000 | 0.0% | 7,039 | -2.0% | 0.02% | 0.0% |
| Q2 2014 | $766,000 | -5.7% | 7,180 | -12.0% | 0.02% | -12.5% |
| Q1 2014 | $812,000 | -1.9% | 8,155 | -1.9% | 0.02% | -7.7% |
| Q4 2013 | $828,000 | +4.4% | 8,309 | -6.0% | 0.03% | -3.7% |
| Q3 2013 | $793,000 | +17.3% | 8,838 | +7.3% | 0.03% | +12.5% |
| Q2 2013 | $676,000 | – | 8,235 | – | 0.02% | – |
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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% |