ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 37 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $387,000 | -16.4% | 3,009 | -12.7% | 0.08% | -14.4% |
| Q4 2015 | $463,000 | +89.8% | 3,445 | +81.4% | 0.09% | +83.7% |
| Q3 2015 | $244,000 | -42.3% | 1,899 | -41.4% | 0.05% | -46.2% |
| Q1 2014 | $423,000 | +3.9% | 3,241 | +5.3% | 0.09% | -4.2% |
| Q4 2013 | $407,000 | +59.0% | 3,077 | +47.9% | 0.10% | +43.9% |
| Q3 2013 | $256,000 | – | 2,081 | – | 0.07% | – |
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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% |