ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 71 filers reported holding ISHARES TR in Q2 2015. 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 | 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% |