ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 66 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $186,000 | +1.6% | 1,553 | 0.0% | 0.07% | -4.1% |
| Q1 2016 | $183,000 | -7.1% | 1,553 | -5.0% | 0.07% | -11.0% |
| Q4 2015 | $197,000 | +7.7% | 1,635 | 0.0% | 0.08% | -14.6% |
| Q3 2015 | $183,000 | -9.4% | 1,635 | 0.0% | 0.10% | 0.0% |
| Q2 2015 | $202,000 | +4.7% | 1,635 | 0.0% | 0.10% | +7.9% |
| Q1 2015 | $193,000 | +4.3% | 1,635 | 0.0% | 0.09% | -7.3% |
| Q4 2014 | $185,000 | +2.2% | 1,635 | 0.0% | 0.10% | -9.4% |
| Q3 2014 | $181,000 | +4.0% | 1,635 | 0.0% | 0.11% | 0.0% |
| Q2 2014 | $174,000 | -3.9% | 1,635 | -9.9% | 0.11% | -10.2% |
| Q1 2014 | $181,000 | 0.0% | 1,815 | 0.0% | 0.12% | -7.8% |
| Q4 2013 | $181,000 | – | 1,815 | – | 0.13% | – |
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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% |