ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 131 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $638,000 | +13.5% | 3,491 | -1.6% | 0.13% | +5.5% |
| Q4 2018 | $562,000 | -14.6% | 3,547 | +0.3% | 0.13% | -6.6% |
| Q3 2018 | $658,000 | +17.7% | 3,538 | +10.5% | 0.14% | +7.1% |
| Q2 2018 | $559,000 | +97.5% | 3,202 | +85.2% | 0.13% | +92.4% |
| Q1 2018 | $283,000 | +4.4% | 1,729 | 0.0% | 0.07% | +1.5% |
| Q4 2017 | $271,000 | – | 1,729 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| GenWealth Group, Inc. | 91,801 | $17,041,000 | 7.84% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 49,539 | $9,207,000 | 6.88% |
| Clearstead Advisors, LLC | 104,329 | $19,391,000 | 2.66% |
| Brand Asset Management Group, Inc. | 10,411 | $1,935,000 | 1.42% |
| McQueen, Ball & Associates Inc. | 13,055 | $2,426,000 | 1.38% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12,651 | $2,351,000 | 1.21% |
| Marietta Wealth Management, LLC | 11,306 | $2,101,000 | 0.93% |
| Courage Miller Partners, LLC | 7,509 | $1,396,000 | 0.80% |
| Madrona Financial Services, LLC | 4,360 | $810,000 | 0.62% |
| CENTAURUS FINANCIAL, INC. | 16 | $3,058,000 | 0.55% |