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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 195,578 | $12,665,000 | 5.80% |
| FAS Wealth Partners, Inc. | 878,504 | $56,892,000 | 5.34% |
| Clearstead Advisors, LLC | 837,559 | $54,240,000 | 4.17% |
| Equitable Holdings, Inc. | 3,649,835 | $236,363,000 | 4.07% |
| Corsicana & Co. | 54,930 | $3,557,000 | 2.25% |
| DB Wealth Management Group, LLC | 39,694 | $2,571,000 | 1.65% |
| Treybourne Wealth Planners, Inc. | 36,945 | $2,393,000 | 1.48% |
| Brand Asset Management Group, Inc. | 41,806 | $2,707,000 | 1.32% |
| Towerpoint Wealth, LLC | 30,350 | $1,965,000 | 0.98% |
| TAP Consulting, LLC | 52,822 | $3,421,000 | 0.96% |