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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $29,000 | +16.0% | 210 | 0.0% | 0.01% | +16.7% |
| Q4 2016 | $25,000 | 0.0% | 210 | +0.5% | 0.01% | 0.0% |
| Q3 2016 | $25,000 | +4.2% | 209 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $24,000 | -4.0% | 209 | +0.5% | 0.01% | -14.3% |
| Q1 2016 | $25,000 | 0.0% | 208 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $25,000 | +8.7% | 208 | +1.0% | 0.01% | 0.0% |
| Q3 2015 | $23,000 | -4.2% | 206 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $24,000 | 0.0% | 206 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $24,000 | -25.0% | 206 | -26.4% | 0.01% | +16.7% |
| Q4 2014 | $32,000 | +6.7% | 280 | +0.4% | 0.01% | 0.0% |
| Q3 2014 | $30,000 | 0.0% | 279 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $30,000 | +7.1% | 279 | +0.4% | 0.01% | 0.0% |
| Q1 2014 | $28,000 | 0.0% | 278 | +0.4% | 0.01% | +50.0% |
| Q4 2013 | $28,000 | +300.0% | 277 | +274.3% | 0.00% | +300.0% |
| Q3 2013 | $7,000 | +16.7% | 74 | +1.4% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 73 | – | 0.00% | – |
Download | ||||||
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% |