ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 105 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $56,000 | +12.0% | 775 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | 0.0% | 775 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $50,000 | +13.6% | 775 | +400.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $44,000 | +7.3% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $41,000 | +13.9% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +28.6% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -12.5% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $32,000 | +10.3% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $29,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | +3.6% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $28,000 | +12.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $25,000 | -10.7% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $28,000 | +3.7% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $27,000 | +8.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $25,000 | +4.2% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $24,000 | +9.1% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $22,000 | +4.8% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $21,000 | +5.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $20,000 | – | 155 | – | 0.00% | – |
Download | ||||||
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% |