ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 58 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $189,000 | -6.0% | 992 | -22.6% | 0.01% | -12.5% |
| Q4 2017 | $201,000 | -3.8% | 1,282 | -9.8% | 0.01% | -11.1% |
| Q3 2017 | $209,000 | -50.7% | 1,422 | -59.4% | 0.01% | -57.1% |
| Q4 2016 | $424,000 | -15.5% | 3,502 | -15.0% | 0.02% | -22.2% |
| Q3 2016 | $502,000 | +5.2% | 4,118 | +0.6% | 0.03% | 0.0% |
| Q2 2016 | $477,000 | -1.2% | 4,094 | +0.1% | 0.03% | 0.0% |
| Q1 2016 | $483,000 | -4.0% | 4,090 | -2.2% | 0.03% | +3.8% |
| Q4 2015 | $503,000 | +13.3% | 4,181 | +5.7% | 0.03% | +8.3% |
| Q3 2015 | $444,000 | -38.0% | 3,957 | -34.6% | 0.02% | -25.0% |
| Q2 2015 | $716,000 | +230.0% | 6,046 | +231.1% | 0.03% | +128.6% |
| Q1 2015 | $217,000 | +4.3% | 1,826 | 0.0% | 0.01% | -6.7% |
| Q4 2014 | $208,000 | +2.0% | 1,826 | -2.2% | 0.02% | -6.2% |
| Q3 2014 | $204,000 | -15.7% | 1,867 | -18.5% | 0.02% | -11.1% |
| Q2 2014 | $242,000 | – | 2,292 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Baystate Wealth Management LLC | 383,514 | $47,153,000 | 9.38% |
| Courage Miller Partners, LLC | 15,693 | $1,899,000 | 1.32% |
| Clearstead Advisors, LLC | 63,854 | $7,728,000 | 1.25% |
| McQueen, Ball & Associates Inc. | 13,055 | $1,580,000 | 1.05% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,765 | $1,545,000 | 1.00% |
| RWA WEALTH PARTNERS, LLC | 8,189 | $991,000 | 0.90% |
| Kovack Advisors, Inc. | 11,066 | $1,339,000 | 0.64% |
| AXA S.A. | 611,323 | $73,982,000 | 0.35% |
| Marietta Wealth Management, LLC | 3,383 | $409,000 | 0.33% |
| Kelman-Lazarov, Inc. | 3,865 | $467,742,000 | 0.26% |