ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 36 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $4,018,000 | +10.6% | 27,207 | +12.3% | 0.00% | 0.0% |
| Q2 2014 | $3,632,000 | +17.1% | 24,229 | +13.2% | 0.00% | 0.0% |
| Q1 2014 | $3,102,000 | +17.3% | 21,396 | +15.4% | 0.00% | +50.0% |
| Q4 2013 | $2,644,000 | +3.0% | 18,538 | -3.9% | 0.00% | -33.3% |
| Q3 2013 | $2,566,000 | +13.3% | 19,295 | +2.7% | 0.00% | 0.0% |
| Q2 2013 | $2,265,000 | – | 18,780 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 204,176 | $11,664,548 | 11.07% |
| Cosner Financial Group, LLC | 147,004 | $8,398,339 | 7.40% |
| Cornerstone Planning Group LLC | 231,941 | $13,250,799 | 5.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 159,052 | $9,086,641 | 4.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 613,142 | $35,028,777 | 4.08% |
| Scott Capital Advisors, LLC | 145,876 | $8,409,749 | 3.35% |
| ETFIDEA, LLC | 123,457 | $7,053,098 | 3.00% |
| Matrix Trust Co | 169,277 | $9,671 | 2.52% |
| Integrated Investment Consultants, LLC | 137,377 | $7,848,341 | 2.43% |
| FORTE CAPITAL LLC /ADV | 270,366 | $15,445,983 | 2.38% |