ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 36 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $45,000 | 0.0% | 313 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $45,000 | -68.3% | 313 | -70.5% | 0.00% | -60.0% |
| Q2 2016 | $142,000 | +17.4% | 1,060 | +12.8% | 0.01% | 0.0% |
| Q1 2016 | $121,000 | -13.6% | 940 | -9.3% | 0.01% | -16.7% |
| Q4 2015 | $140,000 | +13.8% | 1,036 | +8.0% | 0.01% | -40.0% |
| Q3 2015 | $123,000 | -11.5% | 959 | +0.3% | 0.01% | 0.0% |
| Q2 2015 | $139,000 | -3.5% | 956 | -4.4% | 0.01% | 0.0% |
| Q1 2015 | $144,000 | +6.7% | 1,000 | +0.1% | 0.01% | -33.3% |
| Q4 2014 | $135,000 | +3.8% | 999 | -3.3% | 0.02% | -6.2% |
| Q3 2014 | $130,000 | -8.5% | 1,033 | -2.4% | 0.02% | -15.8% |
| Q2 2014 | $142,000 | -49.3% | 1,058 | -50.4% | 0.02% | -5.0% |
| Q1 2014 | $280,000 | +100.0% | 2,134 | +101.3% | 0.02% | -4.8% |
| Q4 2013 | $140,000 | +6.9% | 1,060 | -0.2% | 0.02% | -8.7% |
| Q3 2013 | $131,000 | +26.0% | 1,062 | +11.3% | 0.02% | +9.5% |
| Q2 2013 | $104,000 | – | 954 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 57,128 | $2,524,000 | 1.99% |
| Matrix Trust Co | 146,851 | $6,489,000 | 1.60% |
| Second Half Financial Partners, LLC | 6,480 | $1,947,000 | 1.50% |
| Swaine & Leidel Wealth Services, LLC | 1,947 | $1,947,000 | 1.50% |
| Integrity Financial Corp /WA | 26,854 | $1,187,000 | 0.97% |
| Opes Wealth Management LLC | 65,155 | $2,879,000 | 0.94% |
| BEAM WEALTH ADVISORS, INC. | 13,391 | $592,000 | 0.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 76,668 | $3,388,000 | 0.52% |
| Aspire Wealth Management Corp | 13,962 | $617,000 | 0.49% |
| Courage Miller Partners, LLC | 20,325 | $898,000 | 0.36% |