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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $944,000 | +11.6% | 6,450 | +5.7% | 0.08% | +23.4% |
| Q2 2017 | $846,000 | +182.0% | 6,100 | +166.8% | 0.06% | +178.3% |
| Q1 2017 | $300,000 | +17.2% | 2,286 | +12.2% | 0.02% | +15.0% |
| Q4 2016 | $256,000 | +2.0% | 2,038 | -3.5% | 0.02% | 0.0% |
| Q3 2016 | $251,000 | -1.2% | 2,113 | +2.3% | 0.02% | 0.0% |
| Q2 2016 | $254,000 | +5.4% | 2,065 | 0.0% | 0.02% | -4.8% |
| Q1 2016 | $241,000 | -44.3% | 2,065 | -49.0% | 0.02% | -40.0% |
| Q4 2015 | $433,000 | +68.5% | 4,048 | +96.0% | 0.04% | +45.8% |
| Q3 2015 | $257,000 | -26.1% | 2,065 | -27.9% | 0.02% | -22.6% |
| Q2 2015 | $348,000 | +56.1% | 2,865 | +52.0% | 0.03% | +55.0% |
| Q1 2015 | $223,000 | -100.0% | 1,885 | -54.7% | 0.02% | -39.4% |
| Q4 2014 | $462,926,000 | +96342.9% | 4,163 | -5.9% | 0.03% | -10.8% |
| Q3 2014 | $480,000 | -0.2% | 4,423 | -2.0% | 0.04% | -2.6% |
| Q2 2014 | $481,000 | +12.4% | 4,513 | +6.6% | 0.04% | +2.7% |
| Q1 2014 | $428,000 | +3.9% | 4,233 | +2.4% | 0.04% | 0.0% |
| Q4 2013 | $412,000 | +5.9% | 4,133 | -3.0% | 0.04% | -2.6% |
| Q3 2013 | $389,000 | – | 4,263 | – | 0.04% | – |
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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% |