ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 40 filers reported holding ISHARES TR in Q1 2014. 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 | 302,342 | $29,886,000 | 8.78% |
| SPC Financial, Inc. | 129,282 | $12,780,000 | 2.20% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17,828 | $1,762,000 | 1.29% |
| Equitable Holdings, Inc. | 458,036 | $45,277,000 | 1.17% |
| TAP Consulting, LLC | 16,855 | $1,666,000 | 0.66% |
| GenWealth Group, Inc. | 17,234 | $1,740,000 | 0.63% |
| Courage Miller Partners, LLC | 8,066 | $780,000 | 0.42% |
| Brand Asset Management Group, Inc. | 6,610 | $653,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 178,568 | $17,657,000 | 0.28% |
| Towerpoint Wealth, LLC | 4,741 | $469,000 | 0.26% |