ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 59 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $304,000 | -52.7% | 1,499 | -55.8% | 0.02% | -66.7% |
| Q3 2017 | $643,000 | +184.5% | 3,392 | +174.7% | 0.06% | +566.7% |
| Q2 2017 | $226,000 | -33.3% | 1,235 | -36.6% | 0.01% | +350.0% |
| Q1 2017 | $339,000 | +9.0% | 1,947 | +1.9% | 0.00% | +100.0% |
| Q3 2016 | $311,000 | -81.3% | 1,910 | -83.0% | 0.00% | -85.7% |
| Q3 2014 | $1,661,000 | -37.7% | 11,245 | -36.7% | 0.01% | -41.7% |
| Q2 2014 | $2,664,000 | +212.7% | 17,773 | +197.6% | 0.01% | +300.0% |
| Q4 2013 | $852,000 | -73.6% | 5,973 | -77.7% | 0.00% | -75.0% |
| Q2 2013 | $3,227,000 | – | 26,755 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KAYS FINANCIAL ADVISORY CORP /ADV | 94,001 | $14,716,000 | 9.96% |
| Summit Asset Management, LLC | 61,175 | $9,577,000 | 6.92% |
| Courage Miller Partners, LLC | 17,484 | $2,737,000 | 2.26% |
| US FINANCIAL ADVISORS, LLC | 7,876 | $1,233,000 | 1.10% |
| M Holdings Securities, Inc. | 7,540 | $1,180,000 | 0.76% |
| Neumann Capital Management, LLC | 6,056 | $948,000 | 0.62% |
| MSI Financial Services Inc | 22,252 | $3,484,000 | 0.38% |
| GHP Investment Advisors, Inc. | 6,167 | $966,000 | 0.27% |
| Investors Capital Advisory Services | 2,734 | $428,000 | 0.08% |
| Sigma Planning Corp | 3,761 | $589,000 | 0.08% |