ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 60 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $201,000 | -80.6% | 1,397 | -82.0% | 0.00% | -80.0% |
| Q3 2019 | $1,036,000 | +5.0% | 7,749 | +7.6% | 0.01% | +25.0% |
| Q2 2019 | $987,000 | +1.4% | 7,202 | +2.1% | 0.00% | 0.0% |
| Q1 2019 | $973,000 | +40.8% | 7,057 | +25.9% | 0.00% | 0.0% |
| Q4 2018 | $691,000 | -21.7% | 5,607 | -2.2% | 0.00% | 0.0% |
| Q3 2018 | $882,000 | -5.5% | 5,734 | -6.3% | 0.00% | 0.0% |
| Q2 2018 | $933,000 | +17.5% | 6,121 | +10.2% | 0.00% | +33.3% |
| Q1 2018 | $794,000 | -2.6% | 5,554 | +3.7% | 0.00% | -25.0% |
| Q4 2017 | $815,000 | +22.0% | 5,354 | +17.6% | 0.00% | +33.3% |
| Q3 2017 | $668,000 | +9.2% | 4,554 | +4.8% | 0.00% | 0.0% |
| Q2 2017 | $612,000 | +3.7% | 4,344 | +6.1% | 0.00% | +50.0% |
| Q1 2017 | $590,000 | +68.6% | 4,094 | +67.1% | 0.00% | +100.0% |
| Q4 2016 | $350,000 | +24.6% | 2,450 | +14.0% | 0.00% | 0.0% |
| Q3 2016 | $281,000 | -60.9% | 2,150 | -62.3% | 0.00% | -66.7% |
| Q2 2015 | $719,000 | -30.5% | 5,709 | -27.5% | 0.00% | -25.0% |
| Q1 2015 | $1,034,000 | +55.7% | 7,878 | +53.0% | 0.00% | +100.0% |
| Q4 2014 | $664,000 | – | 5,149 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 210,305 | $10,970,984 | 8.14% |
| Matrix Trust Co | 185,643 | $9,684 | 2.61% |
| Viewpoint Capital Management LLC | 46,323 | $2,416,537 | 2.17% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,510 | $2,896 | 1.40% |
| Hyperion Capital Advisors LP | 27,400 | $1,429,379 | 0.69% |
| Jackson Creek Investment Advisors LLC | 21,050 | $866 | 0.36% |
| SevenOneSeven Capital Management | 2,800 | $138,758 | 0.31% |
| Courage Miller Partners, LLC | 11,785 | $614,789 | 0.26% |
| Towerpoint Wealth, LLC | 8,534 | $445,194 | 0.26% |
| Rodgers & Associates, LTD | 30,422 | $1,587,028 | 0.25% |