ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 40 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,291,000 | -1.4% | 23,001 | -5.0% | 0.01% | -6.7% |
| Q2 2017 | $2,324,000 | -5.9% | 24,211 | -5.7% | 0.02% | -11.8% |
| Q1 2017 | $2,471,000 | +4.0% | 25,682 | +1.7% | 0.02% | -5.6% |
| Q4 2016 | $2,375,000 | +13.1% | 25,241 | +5.9% | 0.02% | +5.9% |
| Q3 2016 | $2,100,000 | +33.5% | 23,825 | +31.3% | 0.02% | +30.8% |
| Q2 2016 | $1,573,000 | +13.7% | 18,142 | +10.0% | 0.01% | +8.3% |
| Q1 2016 | $1,384,000 | 0.0% | 16,488 | -2.6% | 0.01% | -7.7% |
| Q4 2015 | $1,384,000 | +35.2% | 16,933 | +27.7% | 0.01% | +18.2% |
| Q3 2015 | $1,024,000 | -9.7% | 13,264 | -1.9% | 0.01% | 0.0% |
| Q2 2015 | $1,134,000 | +1.5% | 13,519 | +1.4% | 0.01% | -8.3% |
| Q1 2015 | $1,117,000 | -14.3% | 13,329 | -11.9% | 0.01% | -20.0% |
| Q4 2014 | $1,304,000 | -6.7% | 15,124 | -8.4% | 0.02% | -11.8% |
| Q3 2014 | $1,397,000 | +10.5% | 16,510 | +10.6% | 0.02% | +13.3% |
| Q2 2014 | $1,264,000 | +16.0% | 14,921 | +11.7% | 0.02% | 0.0% |
| Q1 2014 | $1,090,000 | -2.1% | 13,354 | -3.5% | 0.02% | -6.2% |
| Q4 2013 | $1,113,000 | +11.7% | 13,845 | +2.0% | 0.02% | 0.0% |
| Q3 2013 | $996,000 | -11.4% | 13,574 | -12.2% | 0.02% | -20.0% |
| Q2 2013 | $1,124,000 | – | 15,458 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,342 | $29,886,000 | 8.78% |
| SPC Financial, Inc. | 129,282 | $12,780,000 | 2.20% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17,828 | $1,762,000 | 1.29% |
| Equitable Holdings, Inc. | 458,036 | $45,277,000 | 1.17% |
| TAP Consulting, LLC | 16,855 | $1,666,000 | 0.66% |
| GenWealth Group, Inc. | 17,234 | $1,740,000 | 0.63% |
| Courage Miller Partners, LLC | 8,066 | $780,000 | 0.42% |
| Brand Asset Management Group, Inc. | 6,610 | $653,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 178,568 | $17,657,000 | 0.28% |
| Towerpoint Wealth, LLC | 4,741 | $469,000 | 0.26% |