ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 41 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,585,000 | -25.0% | 10,490 | -26.5% | 0.01% | -30.8% |
| Q2 2017 | $2,113,000 | +7.6% | 14,271 | +7.9% | 0.01% | 0.0% |
| Q1 2017 | $1,963,000 | +17.3% | 13,228 | +14.2% | 0.01% | +8.3% |
| Q4 2016 | $1,674,000 | +9.1% | 11,587 | +1.2% | 0.01% | 0.0% |
| Q3 2016 | $1,535,000 | +24.1% | 11,445 | +16.7% | 0.01% | +20.0% |
| Q2 2016 | $1,237,000 | +127.0% | 9,806 | +122.5% | 0.01% | +100.0% |
| Q1 2016 | $545,000 | -0.4% | 4,408 | -4.2% | 0.01% | 0.0% |
| Q4 2015 | $547,000 | +3.8% | 4,603 | -0.2% | 0.01% | -16.7% |
| Q3 2015 | $527,000 | +1.5% | 4,610 | +9.9% | 0.01% | +20.0% |
| Q2 2015 | $519,000 | +27.2% | 4,196 | +29.9% | 0.01% | +25.0% |
| Q1 2015 | $408,000 | +9.7% | 3,229 | +8.2% | 0.00% | 0.0% |
| Q4 2014 | $372,000 | +7.5% | 2,984 | +3.1% | 0.00% | 0.0% |
| Q3 2014 | $346,000 | -65.8% | 2,894 | -64.4% | 0.00% | -66.7% |
| Q2 2014 | $1,012,000 | +12.3% | 8,139 | +6.5% | 0.01% | 0.0% |
| Q1 2014 | $901,000 | -5.1% | 7,639 | -8.0% | 0.01% | -14.3% |
| Q4 2013 | $949,000 | +2.9% | 8,300 | -6.0% | 0.01% | -6.7% |
| Q3 2013 | $922,000 | +7.5% | 8,831 | +0.6% | 0.02% | 0.0% |
| Q2 2013 | $858,000 | – | 8,779 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |