ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 60 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $292,000 | +2.1% | 1,802 | +0.5% | 0.04% | -7.9% |
| Q2 2018 | $286,000 | -4.3% | 1,793 | -6.5% | 0.04% | -9.5% |
| Q1 2018 | $299,000 | -5.7% | 1,917 | -3.4% | 0.04% | -2.3% |
| Q4 2017 | $317,000 | +14.9% | 1,985 | +8.8% | 0.04% | -6.5% |
| Q3 2017 | $276,000 | +9.5% | 1,825 | +7.5% | 0.05% | 0.0% |
| Q2 2017 | $252,000 | +2.4% | 1,697 | +2.4% | 0.05% | -6.1% |
| Q1 2017 | $246,000 | – | 1,657 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |