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 2018 | $538,000 | -8.8% | 3,080 | -14.4% | 0.07% | -7.7% |
| Q1 2018 | $590,000 | -5.8% | 3,598 | -10.0% | 0.08% | -6.0% |
| Q4 2017 | $626,000 | +6.8% | 3,998 | 0.0% | 0.08% | -2.4% |
| Q3 2017 | $586,000 | +5.2% | 3,998 | 0.0% | 0.08% | -8.6% |
| Q2 2017 | $557,000 | +5.9% | 3,998 | 0.0% | 0.09% | +4.5% |
| Q1 2017 | $526,000 | +8.7% | 3,998 | 0.0% | 0.09% | +11.2% |
| Q4 2016 | $484,000 | -0.6% | 3,998 | 0.0% | 0.08% | -1.2% |
| Q3 2016 | $487,000 | +4.1% | 3,998 | 0.0% | 0.08% | -1.2% |
| Q2 2016 | $468,000 | -1.1% | 3,998 | 0.0% | 0.08% | -3.5% |
| Q1 2016 | $473,000 | -1.7% | 3,998 | 0.0% | 0.08% | -3.4% |
| Q4 2015 | $481,000 | +7.6% | 3,998 | 0.0% | 0.09% | +6.0% |
| Q3 2015 | $447,000 | -5.9% | 3,998 | 0.0% | 0.08% | +7.8% |
| Q2 2015 | $475,000 | -3.3% | 3,998 | -3.6% | 0.08% | -6.1% |
| Q1 2015 | $491,000 | +4.7% | 4,148 | 0.0% | 0.08% | +3.8% |
| Q4 2014 | $469,000 | +4.0% | 4,148 | 0.0% | 0.08% | +2.6% |
| Q3 2014 | $451,000 | +1.8% | 4,148 | 0.0% | 0.08% | +2.7% |
| Q2 2014 | $443,000 | +7.3% | 4,148 | 0.0% | 0.08% | -27.9% |
| Q1 2014 | $413,000 | – | 4,148 | – | 0.10% | – |
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% |