ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 109 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $101,000 | -66.3% | 546 | -70.1% | 0.01% | -61.5% |
| Q1 2018 | $300,000 | +122.2% | 1,828 | +111.6% | 0.01% | +116.7% |
| Q4 2017 | $135,000 | -57.5% | 864 | -60.3% | 0.01% | -60.0% |
| Q3 2017 | $318,000 | +1.9% | 2,174 | -3.0% | 0.02% | -6.2% |
| Q2 2017 | $312,000 | +10.6% | 2,241 | +4.5% | 0.02% | 0.0% |
| Q1 2017 | $282,000 | +28.8% | 2,145 | +19.6% | 0.02% | +6.7% |
| Q3 2016 | $219,000 | – | 1,794 | – | 0.02% | – |
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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% |