ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 105 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $879,000 | -11.7% | 5,614 | -17.4% | 0.06% | -38.7% |
| Q3 2017 | $995,000 | +25.3% | 6,797 | +19.2% | 0.09% | +210.0% |
| Q2 2017 | $794,000 | +3.4% | 5,704 | -2.1% | 0.03% | +400.0% |
| Q1 2017 | $768,000 | +28.6% | 5,829 | +18.3% | 0.01% | +100.0% |
| Q4 2016 | $597,000 | -2.6% | 4,929 | -2.0% | 0.00% | 0.0% |
| Q3 2016 | $613,000 | +185.1% | 5,029 | +173.6% | 0.00% | +200.0% |
| Q2 2016 | $215,000 | -93.3% | 1,838 | -93.8% | 0.00% | -92.3% |
| Q3 2014 | $3,215,000 | -4.3% | 29,548 | -12.3% | 0.01% | -7.1% |
| Q1 2014 | $3,358,000 | +34.8% | 33,709 | +21.3% | 0.01% | +55.6% |
| Q3 2013 | $2,492,000 | +82.8% | 27,790 | +67.4% | 0.01% | +80.0% |
| Q2 2013 | $1,363,000 | – | 16,597 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Courage Miller Partners, LLC | 15,167 | $1,997,000 | 1.38% |
| Clearstead Advisors, LLC | 59,381 | $7,819,000 | 1.14% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | $1,681,000 | 1.01% |
| McQueen, Ball & Associates Inc. | 13,055 | $1,719,000 | 0.94% |
| Kovack Advisors, Inc. | 10,225 | $1,346,000 | 0.52% |
| Marietta Wealth Management, LLC | 5,698 | $750,000 | 0.50% |
| AXA S.A. | 561,623 | $73,949,000 | 0.33% |
| Kelman-Lazarov, Inc. | 3,865 | $509,000 | 0.33% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 22,775 | $2,989,000 | 0.30% |
| Arcus Capital Partners, LLC | 2,814 | $370,000 | 0.23% |