ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 54 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $342,000 | +4.3% | 3,433 | +0.4% | 0.03% | -9.7% |
| Q2 2017 | $328,000 | +0.9% | 3,421 | +1.2% | 0.03% | 0.0% |
| Q1 2017 | $325,000 | +2.2% | 3,381 | +0.1% | 0.03% | -11.4% |
| Q4 2016 | $318,000 | +8.9% | 3,376 | +1.9% | 0.04% | 0.0% |
| Q3 2016 | $292,000 | +1.7% | 3,312 | +0.2% | 0.04% | -5.4% |
| Q2 2016 | $287,000 | +34.7% | 3,306 | +30.2% | 0.04% | +27.6% |
| Q1 2016 | $213,000 | -1.4% | 2,540 | -3.8% | 0.03% | -3.3% |
| Q4 2015 | $216,000 | -34.5% | 2,641 | -38.1% | 0.03% | -42.3% |
| Q3 2015 | $330,000 | -23.6% | 4,270 | -17.1% | 0.05% | -13.3% |
| Q2 2015 | $432,000 | +0.2% | 5,149 | 0.0% | 0.06% | +5.3% |
| Q1 2015 | $431,000 | -2.9% | 5,149 | 0.0% | 0.06% | -3.4% |
| Q4 2014 | $444,000 | – | 5,149 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,342 | $29,886,000 | 8.78% |
| SPC Financial, Inc. | 129,282 | $12,780,000 | 2.20% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17,828 | $1,762,000 | 1.29% |
| Equitable Holdings, Inc. | 458,036 | $45,277,000 | 1.17% |
| TAP Consulting, LLC | 16,855 | $1,666,000 | 0.66% |
| GenWealth Group, Inc. | 17,234 | $1,740,000 | 0.63% |
| Courage Miller Partners, LLC | 8,066 | $780,000 | 0.42% |
| Brand Asset Management Group, Inc. | 6,610 | $653,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 178,568 | $17,657,000 | 0.28% |
| Towerpoint Wealth, LLC | 4,741 | $469,000 | 0.26% |