ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 53 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,079,000 | -11.6% | 5,691 | -14.7% | 0.01% | -25.0% |
| Q2 2017 | $1,220,000 | +1.7% | 6,669 | -3.3% | 0.01% | 0.0% |
| Q1 2017 | $1,200,000 | +10.5% | 6,896 | +2.9% | 0.01% | 0.0% |
| Q4 2016 | $1,086,000 | -4.0% | 6,702 | -3.5% | 0.01% | -11.1% |
| Q3 2016 | $1,131,000 | +0.7% | 6,946 | -3.6% | 0.01% | 0.0% |
| Q2 2016 | $1,123,000 | -8.0% | 7,202 | -10.2% | 0.01% | -18.2% |
| Q1 2016 | $1,221,000 | -7.1% | 8,021 | -5.6% | 0.01% | -8.3% |
| Q4 2015 | $1,314,000 | +18.5% | 8,501 | +14.9% | 0.01% | 0.0% |
| Q3 2015 | $1,109,000 | -1.0% | 7,396 | +8.7% | 0.01% | +9.1% |
| Q2 2015 | $1,120,000 | +6.3% | 6,804 | +7.8% | 0.01% | 0.0% |
| Q1 2015 | $1,054,000 | +9.6% | 6,311 | +2.7% | 0.01% | 0.0% |
| Q4 2014 | $962,000 | +9.4% | 6,148 | +3.3% | 0.01% | 0.0% |
| Q3 2014 | $879,000 | +3.4% | 5,949 | +4.9% | 0.01% | +10.0% |
| Q2 2014 | $850,000 | -9.6% | 5,672 | -12.6% | 0.01% | -23.1% |
| Q1 2014 | $940,000 | +17.1% | 6,486 | +15.2% | 0.01% | +8.3% |
| Q4 2013 | $803,000 | +24.5% | 5,631 | +16.1% | 0.01% | +20.0% |
| Q3 2013 | $645,000 | +0.6% | 4,850 | -8.7% | 0.01% | -9.1% |
| Q2 2013 | $641,000 | – | 5,314 | – | 0.01% | – |
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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% |