ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 38 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $79,000 | +5.3% | 844 | -0.6% | 0.00% | 0.0% |
Q3 2016 | $75,000 | -66.2% | 849 | -66.9% | 0.00% | -62.5% |
Q2 2016 | $222,000 | -3.1% | 2,565 | -6.0% | 0.01% | -20.0% |
Q1 2016 | $229,000 | +6.0% | 2,730 | +3.6% | 0.01% | 0.0% |
Q4 2015 | $216,000 | +47.9% | 2,636 | +39.0% | 0.01% | -9.1% |
Q3 2015 | $146,000 | -8.2% | 1,896 | +0.4% | 0.01% | 0.0% |
Q2 2015 | $159,000 | -0.6% | 1,889 | -1.3% | 0.01% | 0.0% |
Q1 2015 | $160,000 | -3.0% | 1,914 | +0.1% | 0.01% | -38.9% |
Q4 2014 | $165,000 | -10.3% | 1,913 | -12.0% | 0.02% | -18.2% |
Q3 2014 | $184,000 | +7.6% | 2,173 | +7.7% | 0.02% | -4.3% |
Q2 2014 | $171,000 | -61.1% | 2,018 | -62.5% | 0.02% | -28.1% |
Q1 2014 | $440,000 | +122.2% | 5,378 | +118.6% | 0.03% | +6.7% |
Q4 2013 | $198,000 | +3.1% | 2,460 | -5.9% | 0.03% | -11.8% |
Q3 2013 | $192,000 | +6.7% | 2,615 | +5.6% | 0.03% | -5.6% |
Q2 2013 | $180,000 | – | 2,477 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 299,798 | $33,655,000 | 9.46% |
Treybourne Wealth Planners, Inc. | 46,920 | $5,267,000 | 3.79% |
SPC Financial, Inc. | 130,332 | $14,631,000 | 2.06% |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 19,702 | $2,211,000 | 1.31% |
Equitable Holdings, Inc. | 446,336 | $50,106,000 | 1.14% |
TAP Consulting, LLC | 16,630 | $1,867,000 | 0.67% |
GenWealth Group, Inc. | 16,232 | $1,822,000 | 0.60% |
Brand Asset Management Group, Inc. | 6,531 | $733,000 | 0.41% |
Courage Miller Partners, LLC | 5,684 | $638,000 | 0.29% |
Ellis Investment Partners, LLC | 6,167 | $692,000 | 0.21% |