ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 91 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $297,000 | -17.5% | 2,434 | -20.8% | 0.01% | -15.4% |
| Q2 2016 | $360,000 | -4.0% | 3,073 | -1.5% | 0.01% | +18.2% |
| Q4 2015 | $375,000 | -7.2% | 3,121 | -8.4% | 0.01% | +10.0% |
| Q2 2015 | $404,000 | -3.3% | 3,407 | -3.6% | 0.01% | 0.0% |
| Q1 2015 | $418,000 | -3.7% | 3,534 | -7.8% | 0.01% | -16.7% |
| Q4 2014 | $434,000 | -5.2% | 3,832 | -8.9% | 0.01% | +140.0% |
| Q3 2014 | $458,000 | – | 4,207 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
| Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
| FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
| Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
| Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
| Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
| Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
| Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
| Surevest, LLC | 81,878 | $4,101,000 | 1.08% |