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 2020 | $1,423,000 | +2.5% | 5,320 | -10.1% | 0.03% | -10.3% |
| Q2 2020 | $1,388,000 | +17.4% | 5,918 | -7.0% | 0.03% | -3.3% |
| Q1 2020 | $1,182,000 | -18.9% | 6,363 | -8.3% | 0.03% | -9.1% |
| Q4 2019 | $1,458,000 | +3.3% | 6,942 | -5.8% | 0.03% | -8.3% |
| Q3 2019 | $1,411,000 | -3.9% | 7,368 | -3.8% | 0.04% | -10.0% |
| Q2 2019 | $1,469,000 | +5.0% | 7,658 | +0.1% | 0.04% | 0.0% |
| Q1 2019 | $1,399,000 | +14.4% | 7,654 | -0.8% | 0.04% | 0.0% |
| Q4 2018 | $1,223,000 | -13.1% | 7,715 | +1.9% | 0.04% | 0.0% |
| Q3 2018 | $1,408,000 | -1.6% | 7,573 | -7.5% | 0.04% | -9.1% |
| Q2 2018 | $1,431,000 | +5.7% | 8,191 | -0.9% | 0.04% | 0.0% |
| Q1 2018 | $1,354,000 | -18.3% | 8,266 | -22.0% | 0.04% | -17.0% |
| Q4 2017 | $1,658,000 | +6.8% | 10,595 | -0.1% | 0.05% | -3.6% |
| Q3 2017 | $1,553,000 | -10.7% | 10,608 | -15.1% | 0.06% | -17.9% |
| Q2 2017 | $1,740,000 | +5.4% | 12,493 | -0.4% | 0.07% | -1.5% |
| Q1 2017 | $1,651,000 | +8.0% | 12,538 | -0.7% | 0.07% | -2.9% |
| Q4 2016 | $1,528,000 | -0.7% | 12,622 | +0.1% | 0.07% | -5.4% |
| Q3 2016 | $1,538,000 | +4.0% | 12,615 | -0.1% | 0.07% | -5.1% |
| Q2 2016 | $1,479,000 | -0.1% | 12,631 | +0.8% | 0.08% | -7.1% |
| Q1 2016 | $1,481,000 | -6.0% | 12,533 | -4.3% | 0.08% | -9.7% |
| Q4 2015 | $1,575,000 | +6.6% | 13,091 | -0.7% | 0.09% | +2.2% |
| Q3 2015 | $1,477,000 | -9.1% | 13,188 | -3.6% | 0.09% | -4.2% |
| Q2 2015 | $1,624,000 | +1.6% | 13,683 | +1.2% | 0.10% | 0.0% |
| Q1 2015 | $1,598,000 | +1.5% | 13,518 | -2.8% | 0.10% | -1.0% |
| Q4 2014 | $1,574,000 | -5.0% | 13,912 | -8.7% | 0.10% | -11.1% |
| Q3 2014 | $1,657,000 | +0.1% | 15,232 | -1.9% | 0.11% | -1.8% |
| Q2 2014 | $1,656,000 | +6.2% | 15,528 | -0.9% | 0.11% | -0.9% |
| Q1 2014 | $1,560,000 | -1.5% | 15,664 | -1.4% | 0.11% | -11.2% |
| Q4 2013 | $1,584,000 | +10.2% | 15,882 | -1.0% | 0.12% | -5.3% |
| Q3 2013 | $1,438,000 | +8.4% | 16,037 | -0.7% | 0.13% | -7.0% |
| Q2 2013 | $1,326,000 | – | 16,156 | – | 0.14% | – |
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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% |