ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 36 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $207,000 | -10.8% | 1,280 | -10.4% | 0.01% | -12.5% |
| Q3 2016 | $232,000 | -39.3% | 1,428 | -41.7% | 0.01% | -42.9% |
| Q2 2016 | $382,000 | -43.5% | 2,449 | -44.9% | 0.01% | -50.0% |
| Q1 2016 | $676,000 | -59.1% | 4,444 | -58.4% | 0.03% | -62.7% |
| Q4 2015 | $1,652,000 | -16.4% | 10,690 | -18.9% | 0.08% | -51.6% |
| Q3 2015 | $1,975,000 | -36.2% | 13,178 | -29.9% | 0.16% | -29.5% |
| Q2 2015 | $3,095,000 | -41.4% | 18,801 | -40.5% | 0.22% | -40.4% |
| Q1 2015 | $5,278,000 | +51.5% | 31,607 | +42.0% | 0.37% | -2.4% |
| Q4 2014 | $3,484,000 | +1998.8% | 22,252 | +1878.0% | 0.38% | +1790.0% |
| Q3 2014 | $166,000 | -6.2% | 1,125 | -4.8% | 0.02% | -16.7% |
| Q2 2014 | $177,000 | -50.8% | 1,182 | -52.3% | 0.02% | -7.7% |
| Q1 2014 | $360,000 | +113.0% | 2,480 | +109.5% | 0.03% | 0.0% |
| Q4 2013 | $169,000 | +4.3% | 1,184 | -2.6% | 0.03% | -7.1% |
| Q3 2013 | $162,000 | +21.8% | 1,215 | +10.4% | 0.03% | +3.7% |
| Q2 2013 | $133,000 | – | 1,101 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 18,489 | $3,872,000 | 1.85% |
| Courage Miller Partners, LLC | 10,962 | $2,295,000 | 1.39% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 22,804 | $4,776,000 | 1.09% |
| Neumann Capital Management, LLC | 4,331 | $907,000 | 0.58% |
| Starfire Investment Advisers, Inc. | 4,836 | $1,012,000 | 0.53% |
| PACIFIC SUN FINANCIAL CORP | 1,187 | $249,000 | 0.33% |
| M Holdings Securities, Inc. | 4,955 | $1,038,000 | 0.32% |
| Titus Wealth Management | 975 | $204,000,000 | 0.20% |
| GHP Investment Advisors, Inc. | 5,127 | $1,074,000 | 0.15% |
| Virtu Financial LLC | 9,499 | $1,989,000 | 0.11% |