ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 104 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $19,000 | -20.8% | 100 | -20.0% | 0.02% | -16.7% |
| Q2 2019 | $24,000 | +4.3% | 125 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $23,000 | +15.0% | 125 | 0.0% | 0.02% | +20.0% |
| Q4 2018 | $20,000 | -13.0% | 125 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $23,000 | +4.5% | 125 | 0.0% | 0.02% | -6.2% |
| Q2 2018 | $22,000 | +10.0% | 125 | 0.0% | 0.02% | +100.0% |
| Q1 2018 | $20,000 | 0.0% | 125 | 0.0% | 0.01% | +33.3% |
| Q4 2017 | $20,000 | +11.1% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $18,000 | +5.9% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $17,000 | +6.2% | 125 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $16,000 | +6.7% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $15,000 | 0.0% | 125 | 0.0% | 0.01% | +20.0% |
| Q3 2016 | $15,000 | 0.0% | 125 | 0.0% | 0.01% | -28.6% |
| Q2 2016 | $15,000 | 0.0% | 125 | 0.0% | 0.01% | +16.7% |
| Q1 2016 | $15,000 | 0.0% | 125 | 0.0% | 0.01% | -25.0% |
| Q4 2015 | $15,000 | +7.1% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $14,000 | -6.7% | 125 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $15,000 | 0.0% | 125 | 0.0% | 0.01% | -22.2% |
| Q1 2015 | $15,000 | +7.1% | 125 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $14,000 | – | 125 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
| Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
| FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
| Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
| Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
| Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
| Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
| Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
| Surevest, LLC | 81,878 | $4,101,000 | 1.08% |