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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $366,000 | -72.0% | 3,211 | -74.1% | 0.08% | -73.1% |
| Q3 2014 | $1,305,000 | +281.6% | 12,400 | +286.2% | 0.28% | +272.4% |
| Q2 2014 | $342,000 | +7.5% | 3,211 | 0.0% | 0.08% | +16.9% |
| Q1 2014 | $318,000 | -0.3% | 3,211 | 0.0% | 0.06% | +6.6% |
| Q4 2013 | $319,000 | +10.0% | 3,211 | 0.0% | 0.06% | -1.6% |
| Q3 2013 | $290,000 | – | 3,211 | – | 0.06% | – |
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% |