ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 71 filers reported holding ISHARES TR in Q2 2015. 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 | 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% |