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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $11,147,000 | +3.6% | 76,143 | -1.5% | 0.07% | -1.5% |
| Q2 2017 | $10,764,000 | +4.9% | 77,304 | -0.8% | 0.07% | -1.4% |
| Q1 2017 | $10,263,000 | +11.3% | 77,944 | +2.3% | 0.07% | +1.5% |
| Q4 2016 | $9,217,000 | -3.9% | 76,158 | -3.2% | 0.07% | -10.5% |
| Q3 2016 | $9,593,000 | +1.5% | 78,675 | -2.6% | 0.08% | -5.0% |
| Q2 2016 | $9,455,000 | -4.3% | 80,754 | -3.5% | 0.08% | -9.1% |
| Q1 2016 | $9,881,000 | -6.9% | 83,640 | -5.2% | 0.09% | -12.9% |
| Q4 2015 | $10,615,000 | +8.3% | 88,246 | +0.8% | 0.10% | -1.9% |
| Q3 2015 | $9,800,000 | -1.8% | 87,527 | +4.1% | 0.10% | +4.0% |
| Q2 2015 | $9,976,000 | +10.6% | 84,062 | +10.2% | 0.10% | +5.3% |
| Q1 2015 | $9,018,000 | +7.5% | 76,270 | +2.9% | 0.09% | 0.0% |
| Q4 2014 | $8,391,000 | +26.8% | 74,148 | +21.9% | 0.09% | +17.5% |
| Q3 2014 | $6,619,000 | +4.7% | 60,829 | +2.7% | 0.08% | +3.9% |
| Q2 2014 | $6,319,000 | -2.8% | 59,253 | -9.2% | 0.08% | -14.4% |
| Q1 2014 | $6,503,000 | +1.4% | 65,282 | +1.5% | 0.09% | -3.2% |
| Q4 2013 | $6,412,000 | +19.1% | 64,306 | +7.1% | 0.09% | +6.9% |
| Q3 2013 | $5,384,000 | +300.9% | 60,031 | +267.0% | 0.09% | +262.5% |
| Q2 2013 | $1,343,000 | – | 16,356 | – | 0.02% | – |
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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% |