ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 61 filers reported holding ISHARES TR in Q4 2015. 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 ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |