ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 94 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $274,000 | -15.2% | 1,922 | +0.7% | 0.04% | -5.3% |
| Q3 2018 | $323,000 | +9.5% | 1,908 | 0.0% | 0.04% | +5.6% |
| Q2 2018 | $295,000 | +0.7% | 1,908 | 0.0% | 0.04% | -2.7% |
| Q1 2018 | $293,000 | +1.4% | 1,908 | +5.0% | 0.04% | +2.8% |
| Q4 2017 | $289,000 | +5.5% | 1,818 | 0.0% | 0.04% | -5.3% |
| Q3 2017 | $274,000 | +3.0% | 1,818 | 0.0% | 0.04% | -5.0% |
| Q2 2017 | $266,000 | +2.3% | 1,818 | -0.8% | 0.04% | -2.4% |
| Q1 2017 | $260,000 | +12.6% | 1,832 | -2.0% | 0.04% | -28.1% |
| Q4 2016 | $231,000 | -21.4% | 1,869 | -18.5% | 0.06% | -1.7% |
| Q3 2016 | $294,000 | +4.6% | 2,292 | 0.0% | 0.06% | -3.3% |
| Q2 2016 | $281,000 | +31.3% | 2,292 | +27.4% | 0.06% | -34.8% |
| Q1 2016 | $214,000 | 0.0% | 1,799 | 0.0% | 0.09% | +2.2% |
| Q4 2015 | $214,000 | +2.9% | 1,799 | -3.3% | 0.09% | -14.3% |
| Q3 2015 | $208,000 | -7.6% | 1,861 | 0.0% | 0.10% | +7.1% |
| Q2 2015 | $225,000 | -7.0% | 1,861 | -6.8% | 0.10% | -12.5% |
| Q1 2015 | $242,000 | +4.8% | 1,996 | +6.8% | 0.11% | +57.7% |
| Q4 2014 | $231,000 | – | 1,869 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Advisors Group, LLC | 197,179 | $21,807,000 | 3.56% |
| Mathes Company, Inc. | 8,180 | $905,000 | 0.48% |
| ASPIRIANT, LLC | 17,831 | $1,972,000 | 0.29% |
| Brinker Capital Investments, LLC | 65,000 | $7,189,000 | 0.28% |
| Investors Capital Advisory Services | 10,812 | $1,195,000 | 0.26% |
| Exchange Capital Management, Inc. | 4,872 | $539,000 | 0.25% |
| B. Riley Wealth Advisors, Inc. | 2,833 | $314,000 | 0.10% |
| Gemmer Asset Management LLC | 1,097 | $121,000 | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 11,572 | $1,280,000 | 0.08% |
| Opus Capital Group, LLC | 8,505 | $941,000 | 0.07% |