ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 88 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $460,000 | -41.5% | 3,495 | -46.2% | 0.01% | -31.6% |
| Q4 2016 | $786,000 | -23.1% | 6,494 | -22.5% | 0.02% | -20.8% |
| Q3 2016 | $1,022,000 | -1.4% | 8,383 | -5.4% | 0.02% | +9.1% |
| Q2 2016 | $1,037,000 | +0.4% | 8,861 | +1.4% | 0.02% | -24.1% |
| Q1 2016 | $1,033,000 | +95.3% | 8,742 | +48.3% | 0.03% | +314.3% |
| Q3 2013 | $529,000 | – | 5,896 | – | 0.01% | – |
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% |