ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 82 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $39,000 | 0.0% | 600 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $39,000 | +11.4% | 600 | +400.0% | 0.01% | +9.1% |
| Q1 2021 | $35,000 | -25.5% | 120 | -25.9% | 0.01% | -38.9% |
| Q4 2020 | $47,000 | +9.3% | 162 | 0.0% | 0.02% | -18.2% |
| Q3 2020 | $43,000 | +53.6% | 162 | +35.0% | 0.02% | +46.7% |
| Q2 2020 | $28,000 | +27.3% | 120 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $22,000 | -57.7% | 120 | -51.6% | 0.02% | -37.5% |
| Q4 2019 | $52,000 | +10.6% | 248 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $47,000 | -2.1% | 248 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $48,000 | +6.7% | 248 | 0.0% | 0.02% | +4.3% |
| Q1 2019 | $45,000 | +15.4% | 248 | 0.0% | 0.02% | +4.5% |
| Q4 2018 | $39,000 | -15.2% | 248 | 0.0% | 0.02% | -8.3% |
| Q3 2018 | $46,000 | +7.0% | 248 | 0.0% | 0.02% | -4.0% |
| Q2 2018 | $43,000 | +4.9% | 248 | 0.0% | 0.02% | -43.2% |
| Q1 2018 | $41,000 | +5.1% | 248 | 0.0% | 0.04% | +91.3% |
| Q4 2017 | $39,000 | +8.3% | 248 | 0.0% | 0.02% | +4.5% |
| Q3 2017 | $36,000 | +2.9% | 248 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $35,000 | +6.1% | 248 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $33,000 | -2.9% | 248 | -13.0% | 0.02% | -8.3% |
| Q4 2016 | $34,000 | -2.9% | 285 | 0.0% | 0.02% | -4.0% |
| Q3 2016 | $35,000 | +6.1% | 285 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $33,000 | -2.9% | 285 | 0.0% | 0.02% | -3.8% |
| Q1 2016 | $34,000 | +6.2% | 285 | 0.0% | 0.03% | +62.5% |
| Q3 2015 | $32,000 | -5.9% | 285 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $34,000 | 0.0% | 285 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $34,000 | – | 285 | – | 0.02% | – |
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% |