ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 82 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $204,000 | -28.4% | 1,468 | -31.6% | 0.01% | -35.0% |
| Q1 2017 | $285,000 | +10.5% | 2,145 | +0.0% | 0.02% | +5.3% |
| Q4 2016 | $258,000 | -10.4% | 2,144 | -9.2% | 0.02% | -13.6% |
| Q3 2016 | $288,000 | -15.0% | 2,361 | -17.8% | 0.02% | -21.4% |
| Q2 2016 | $339,000 | -17.1% | 2,872 | -16.8% | 0.03% | -26.3% |
| Q1 2016 | $409,000 | +64.9% | 3,452 | +67.7% | 0.04% | +22.6% |
| Q4 2015 | $248,000 | -41.2% | 2,059 | -45.4% | 0.03% | -36.7% |
| Q3 2015 | $422,000 | +72.2% | 3,771 | +83.2% | 0.05% | +69.0% |
| Q2 2015 | $245,000 | -23.4% | 2,058 | -23.8% | 0.03% | -25.6% |
| Q1 2015 | $320,000 | +10.7% | 2,701 | +5.9% | 0.04% | +2.6% |
| Q4 2014 | $289,000 | +9.9% | 2,550 | +5.0% | 0.04% | +8.6% |
| Q3 2014 | $263,000 | -8.0% | 2,428 | -9.8% | 0.04% | -14.6% |
| Q2 2014 | $286,000 | +13.5% | 2,691 | +4.9% | 0.04% | -12.8% |
| Q1 2014 | $252,000 | -11.6% | 2,565 | -10.5% | 0.05% | -7.8% |
| Q4 2013 | $285,000 | +9.6% | 2,865 | -1.6% | 0.05% | -17.7% |
| Q3 2013 | $260,000 | -2.6% | 2,912 | -11.2% | 0.06% | +6.9% |
| Q2 2013 | $267,000 | – | 3,280 | – | 0.06% | – |
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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% |