ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 36 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $1,110,000 | -5.5% | 8,578 | +0.2% | 0.00% | 0.0% |
| Q2 2014 | $1,175,000 | +8.1% | 8,557 | +4.6% | 0.00% | 0.0% |
| Q1 2014 | $1,087,000 | +0.3% | 8,181 | -2.4% | 0.00% | 0.0% |
| Q4 2013 | $1,084,000 | -43.1% | 8,381 | -47.7% | 0.00% | -50.0% |
| Q3 2013 | $1,906,000 | +104.9% | 16,015 | +89.2% | 0.00% | +100.0% |
| Q2 2013 | $930,000 | – | 8,466 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brand Asset Management Group, Inc. | 36,218 | $1,939,000 | 0.86% |
| Richwood Investment Advisors, LLC | 15,577 | $834,000 | 0.74% |
| Sanford Advisory Services, LLC | 23,635 | $1,267,000 | 0.34% |
| Surevest, LLC | 22,776 | $1,219,000 | 0.29% |
| Aveo Capital Partners, LLC | 21,675 | $1,160,000 | 0.20% |
| FLAGSTAR ADVISORS INC | 10,120 | $541,000 | 0.17% |
| Gladstone Institutional Advisory LLC | 41,242 | $2,208 | 0.15% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22,217 | $1,189,000 | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 91,990 | $4,923,000 | 0.07% |
| CHOREO, LLC | 23,881 | $1,279,000 | 0.06% |