ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 84 filers reported holding ISHARES TR in Q1 2016. 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 ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |