ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 41 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $6,083,000 | -1.2% | 52,805 | -2.3% | 0.00% | -20.0% |
| Q2 2014 | $6,154,000 | +3.5% | 54,053 | +0.5% | 0.01% | 0.0% |
| Q1 2014 | $5,947,000 | -0.1% | 53,771 | -2.6% | 0.01% | -16.7% |
| Q4 2013 | $5,955,000 | +1.9% | 55,224 | -6.1% | 0.01% | 0.0% |
| Q3 2013 | $5,842,000 | +8.7% | 58,836 | +5.5% | 0.01% | 0.0% |
| Q2 2013 | $5,376,000 | – | 55,788 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 70,606 | $4,158,374 | 2.66% |
| Brand Asset Management Group, Inc. | 58,110 | $3,422,405 | 1.76% |
| Quantitative Strategies, Inc. | 34,761 | $2,047,270 | 1.38% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,137,568 | 1.14% |
| Dentgroup LLC | 15,669 | $922,833 | 0.68% |
| Equitable Holdings, Inc. | 561,856 | $33,090,846 | 0.48% |
| Gladstone Institutional Advisory LLC | 96,564 | $5,687,195 | 0.37% |
| Red Tortoise LLC | 7,281 | $428,802 | 0.29% |
| West Coast Financial LLC | 27,906 | $1,643,547 | 0.24% |
| CHAPIN DAVIS, INC. | 7,912 | $466,008 | 0.22% |