ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 84 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $202,000 | -58.3% | 1,376 | -59.9% | 0.02% | +5.6% |
| Q2 2017 | $484,000 | +17.2% | 3,432 | +19.7% | 0.02% | +500.0% |
| Q1 2017 | $413,000 | -63.4% | 2,866 | -68.0% | 0.00% | -40.0% |
| Q2 2015 | $1,129,000 | -10.3% | 8,967 | -6.5% | 0.01% | -16.7% |
| Q1 2015 | $1,258,000 | +1.8% | 9,587 | 0.0% | 0.01% | +20.0% |
| Q4 2014 | $1,236,000 | +136.8% | 9,587 | +134.5% | 0.01% | +150.0% |
| Q2 2014 | $522,000 | -87.6% | 4,088 | -89.3% | 0.00% | -86.7% |
| Q3 2013 | $4,195,000 | -0.6% | 38,377 | -6.3% | 0.02% | 0.0% |
| Q2 2013 | $4,219,000 | – | 40,962 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
| Matrix Trust Co | 190,476 | $11,030 | 2.49% |
| Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
| MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
| Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
| PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
| Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
| Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
| Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
| Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |