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 2016 | $586,000 | -38.4% | 5,011 | -37.8% | 0.11% | -40.7% |
| Q1 2016 | $951,000 | -2.2% | 8,058 | -0.3% | 0.19% | 0.0% |
| Q4 2015 | $972,000 | +91.3% | 8,083 | +77.9% | 0.19% | +85.3% |
| Q3 2015 | $508,000 | -39.5% | 4,544 | -35.7% | 0.10% | -33.8% |
| Q2 2015 | $839,000 | +3.8% | 7,072 | +3.5% | 0.15% | +2.7% |
| Q1 2015 | $808,000 | +20.6% | 6,836 | +15.3% | 0.15% | +17.2% |
| Q4 2014 | $670,000 | -0.1% | 5,928 | -4.0% | 0.13% | -3.0% |
| Q3 2014 | $671,000 | +16.3% | 6,174 | +14.1% | 0.13% | +41.9% |
| Q2 2014 | $577,000 | +14.3% | 5,411 | +6.7% | 0.09% | -14.7% |
| Q1 2014 | $505,000 | +15.3% | 5,070 | +15.2% | 0.11% | +6.9% |
| Q4 2013 | $438,000 | +85.6% | 4,401 | +67.1% | 0.10% | +67.2% |
| Q3 2013 | $236,000 | – | 2,634 | – | 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% |