ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 60 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,321,000 | +40.4% | 11,670 | +35.0% | 0.46% | +40.7% |
| Q3 2014 | $941,000 | +27.3% | 8,646 | +24.7% | 0.33% | +28.5% |
| Q2 2014 | $739,000 | -25.5% | 6,933 | -30.4% | 0.26% | +34.0% |
| Q1 2014 | $992,000 | +108.0% | 9,956 | +108.2% | 0.19% | -3.5% |
| Q4 2013 | $477,000 | +32.1% | 4,781 | +18.7% | 0.20% | +8.8% |
| Q3 2013 | $361,000 | +39.9% | 4,027 | +28.2% | 0.18% | +5.8% |
| Q2 2013 | $258,000 | – | 3,141 | – | 0.17% | – |
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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% |