ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 43 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,208,000 | +20.3% | 8,462 | +10.0% | 0.04% | +14.7% |
| Q3 2016 | $1,004,000 | +102.0% | 7,695 | +87.5% | 0.03% | +88.9% |
| Q2 2016 | $497,000 | +90.4% | 4,105 | +87.4% | 0.02% | +63.6% |
| Q1 2016 | $261,000 | +0.4% | 2,191 | -3.4% | 0.01% | -8.3% |
| Q4 2015 | $260,000 | +145.3% | 2,268 | +139.7% | 0.01% | +50.0% |
| Q3 2015 | $106,000 | -96.9% | 946 | -96.6% | 0.01% | -96.7% |
| Q2 2015 | $3,462,000 | -38.3% | 27,502 | -35.7% | 0.25% | -37.4% |
| Q1 2015 | $5,610,000 | +61.8% | 42,758 | +59.0% | 0.39% | +4.5% |
| Q4 2014 | $3,467,000 | +24.0% | 26,884 | +14.8% | 0.38% | +11.6% |
| Q3 2014 | $2,797,000 | +28.0% | 23,420 | +36.8% | 0.34% | +15.4% |
| Q2 2014 | $2,186,000 | +497.3% | 17,121 | +479.2% | 0.29% | +981.5% |
| Q1 2014 | $366,000 | +95.7% | 2,956 | +89.9% | 0.03% | -6.9% |
| Q4 2013 | $187,000 | +32.6% | 1,557 | +20.5% | 0.03% | +16.0% |
| Q3 2013 | $141,000 | +5.2% | 1,292 | -0.8% | 0.02% | -7.4% |
| Q2 2013 | $134,000 | – | 1,302 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atria Investments, Inc | 140,280 | $17,320,000 | 1.76% |
| Courage Miller Partners, LLC | 16,699 | $2,062,000 | 1.62% |
| Camarda Financial Advisors, LLC | 15,143 | $1,870,000 | 1.43% |
| M Holdings Securities, Inc. | 9,821 | $1,213,000 | 1.27% |
| ACG Wealth | 25,050 | $3,093,000 | 0.92% |
| Investors Capital Advisory Services | 18,575 | $2,293,000 | 0.49% |
| NEW ENGLAND SECURITIES CORP /MA/ | 18,038 | $2,228,000 | 0.43% |
| Advisors Preferred, LLC | 5,115 | $631,651,000 | 0.29% |
| Plante Moran Financial Advisors, LLC | 1,000 | $123,000 | 0.13% |
| B. Riley Wealth Advisors, Inc. | 3,490 | $431,000 | 0.13% |