ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 54 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2017 | $40,000 | -81.7% | 290 | -84.0% | 0.00% | -81.0% |
Q4 2016 | $219,000 | -37.6% | 1,811 | -37.0% | 0.02% | -50.0% |
Q3 2016 | $351,000 | -22.0% | 2,876 | -25.2% | 0.04% | -25.0% |
Q2 2016 | $450,000 | -15.1% | 3,844 | -14.4% | 0.06% | -11.1% |
Q1 2016 | $530,000 | -37.5% | 4,489 | -36.3% | 0.06% | -38.2% |
Q4 2015 | $848,000 | -10.5% | 7,048 | -16.7% | 0.10% | -17.1% |
Q3 2015 | $948,000 | +12.3% | 8,463 | +19.1% | 0.12% | +9.8% |
Q2 2015 | $844,000 | +13.4% | 7,108 | +13.0% | 0.11% | +5.7% |
Q1 2015 | $744,000 | +17.5% | 6,293 | +12.5% | 0.11% | +11.6% |
Q4 2014 | $633,000 | +10.3% | 5,593 | +6.0% | 0.10% | +5.6% |
Q3 2014 | $574,000 | +4.6% | 5,278 | +2.6% | 0.09% | +2.3% |
Q2 2014 | $549,000 | +19.1% | 5,145 | +11.2% | 0.09% | +17.3% |
Q1 2014 | $461,000 | +115.4% | 4,625 | +115.6% | 0.08% | +120.6% |
Q4 2013 | $214,000 | – | 2,145 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Clearstead Trust, LLC | 774,478 | $48,282,037 | 15.50% |
FAS Wealth Partners, Inc. | 708,369 | $44,160,760 | 5.59% |
Aspire Wealth Management Corp | 100,649 | $6,274,611 | 4.75% |
Sanctuary Wealth Management, L.L.C. | 63,860 | $3,981,122 | 4.21% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 158,071 | $9,854,382 | 3.40% |
Sunburst Financial Group, LLC | 145,103 | $9,045,924 | 3.16% |
Dentgroup LLC | 64,972 | $4,050,464 | 2.93% |
Equitable Holdings, Inc. | 3,265,338 | $203,565,743 | 2.93% |
Strategic Financial Concepts, LLC | 55,683 | $3,471,355 | 1.28% |
Madison Wealth Partners, Inc | 43,642 | $2,720,700 | 1.27% |