ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 95 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $744,000 | -30.1% | 5,084 | -33.4% | 0.01% | -30.0% |
| Q2 2017 | $1,064,000 | -12.5% | 7,638 | -17.3% | 0.01% | -9.1% |
| Q1 2017 | $1,216,000 | +8.8% | 9,238 | 0.0% | 0.01% | +22.2% |
| Q4 2016 | $1,118,000 | -7.8% | 9,238 | -7.0% | 0.01% | -30.8% |
| Q3 2016 | $1,212,000 | +12.0% | 9,938 | +7.6% | 0.01% | +62.5% |
| Q2 2016 | $1,082,000 | -46.2% | 9,238 | -45.8% | 0.01% | -46.7% |
| Q1 2016 | $2,013,000 | -5.7% | 17,038 | -3.9% | 0.02% | 0.0% |
| Q4 2015 | $2,134,000 | -36.7% | 17,738 | -41.1% | 0.02% | -25.0% |
| Q3 2015 | $3,370,000 | +153.0% | 30,100 | +168.2% | 0.02% | +122.2% |
| Q2 2015 | $1,332,000 | -1.0% | 11,221 | -1.4% | 0.01% | +12.5% |
| Q1 2015 | $1,346,000 | +2.7% | 11,385 | -1.7% | 0.01% | +33.3% |
| Q4 2014 | $1,311,000 | -66.7% | 11,585 | -68.0% | 0.01% | -73.9% |
| Q3 2014 | $3,936,000 | -51.5% | 36,170 | -52.5% | 0.02% | -51.1% |
| Q2 2014 | $8,114,000 | +32.5% | 76,078 | +23.7% | 0.05% | +74.1% |
| Q1 2014 | $6,125,000 | -2.3% | 61,487 | -2.2% | 0.03% | +3.8% |
| Q4 2013 | $6,269,000 | +30.2% | 62,875 | +17.1% | 0.03% | +30.0% |
| Q3 2013 | $4,816,000 | +1264.3% | 53,700 | +1148.8% | 0.02% | +900.0% |
| Q2 2013 | $353,000 | – | 4,300 | – | 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% |