ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 55 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 204,176 | $11,664,548 | 11.07% |
| Cosner Financial Group, LLC | 147,004 | $8,398,339 | 7.40% |
| Cornerstone Planning Group LLC | 231,941 | $13,250,799 | 5.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 159,052 | $9,086,641 | 4.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 613,142 | $35,028,777 | 4.08% |
| Scott Capital Advisors, LLC | 145,876 | $8,409,749 | 3.35% |
| ETFIDEA, LLC | 123,457 | $7,053,098 | 3.00% |
| Matrix Trust Co | 169,277 | $9,671 | 2.52% |
| Integrated Investment Consultants, LLC | 137,377 | $7,848,341 | 2.43% |
| FORTE CAPITAL LLC /ADV | 270,366 | $15,445,983 | 2.38% |