ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 58 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $285,000 | +5.9% | 1,935 | +1.0% | 0.02% | -5.9% |
| Q2 2017 | $269,000 | -13.2% | 1,916 | -10.7% | 0.02% | -19.0% |
| Q1 2017 | $310,000 | +1.0% | 2,145 | +0.2% | 0.02% | -8.7% |
| Q4 2016 | $307,000 | +4.8% | 2,141 | -4.8% | 0.02% | +4.5% |
| Q3 2016 | $293,000 | -5.5% | 2,250 | -12.0% | 0.02% | -12.0% |
| Q2 2016 | $310,000 | -16.2% | 2,556 | -17.6% | 0.02% | -28.6% |
| Q1 2016 | $370,000 | -63.5% | 3,102 | -65.8% | 0.04% | -70.1% |
| Q3 2015 | $1,015,000 | +12.3% | 9,069 | +26.3% | 0.12% | +9.3% |
| Q2 2015 | $904,000 | -15.3% | 7,183 | -11.7% | 0.11% | -17.1% |
| Q1 2015 | $1,067,000 | -1.2% | 8,136 | -2.9% | 0.13% | -9.2% |
| Q4 2014 | $1,080,000 | +337.2% | 8,377 | +332.0% | 0.14% | +305.7% |
| Q2 2014 | $247,000 | +7.9% | 1,939 | +1.2% | 0.04% | -16.7% |
| Q1 2014 | $229,000 | -0.4% | 1,916 | 0.0% | 0.04% | +2.4% |
| Q4 2013 | $230,000 | +10.6% | 1,916 | -4.9% | 0.04% | -8.9% |
| Q2 2013 | $208,000 | – | 2,015 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atria Investments, Inc | 140,280 | $17,320,000 | 1.76% |
| Courage Miller Partners, LLC | 16,699 | $2,062,000 | 1.62% |
| Camarda Financial Advisors, LLC | 15,143 | $1,870,000 | 1.43% |
| M Holdings Securities, Inc. | 9,821 | $1,213,000 | 1.27% |
| ACG Wealth | 25,050 | $3,093,000 | 0.92% |
| Investors Capital Advisory Services | 18,575 | $2,293,000 | 0.49% |
| NEW ENGLAND SECURITIES CORP /MA/ | 18,038 | $2,228,000 | 0.43% |
| Advisors Preferred, LLC | 5,115 | $631,651,000 | 0.29% |
| Plante Moran Financial Advisors, LLC | 1,000 | $123,000 | 0.13% |
| B. Riley Wealth Advisors, Inc. | 3,490 | $431,000 | 0.13% |