ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 86 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $5,051,000 | +34.2% | 41,737 | +35.2% | 0.16% | +27.1% |
| Q3 2016 | $3,764,000 | -11.4% | 30,866 | -14.9% | 0.13% | -15.1% |
| Q2 2016 | $4,246,000 | -45.4% | 36,262 | -44.9% | 0.15% | -53.4% |
| Q1 2016 | $7,780,000 | -3.9% | 65,852 | -2.1% | 0.33% | -11.2% |
| Q4 2015 | $8,095,000 | +59.4% | 67,293 | +48.3% | 0.37% | -7.6% |
| Q3 2015 | $5,080,000 | -1.8% | 45,373 | +4.1% | 0.40% | +8.2% |
| Q2 2015 | $5,171,000 | +18.8% | 43,571 | +18.4% | 0.37% | +20.7% |
| Q1 2015 | $4,352,000 | +266.6% | 36,804 | +250.7% | 0.30% | +135.7% |
| Q4 2014 | $1,187,000 | +44.9% | 10,493 | +39.4% | 0.13% | +30.3% |
| Q3 2014 | $819,000 | +1.0% | 7,529 | -1.0% | 0.10% | -8.3% |
| Q2 2014 | $811,000 | -54.6% | 7,606 | -57.6% | 0.11% | -16.9% |
| Q1 2014 | $1,786,000 | +75.3% | 17,938 | +75.6% | 0.13% | -16.1% |
| Q4 2013 | $1,019,000 | +35.1% | 10,216 | +21.5% | 0.16% | +17.4% |
| Q3 2013 | $754,000 | +29.3% | 8,408 | +18.3% | 0.13% | +12.8% |
| Q2 2013 | $583,000 | – | 7,107 | – | 0.12% | – |
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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% |