ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 62 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $768,000 | +1.6% | 5,880 | -5.7% | 0.15% | 0.0% |
| Q2 2016 | $756,000 | +0.8% | 6,233 | -0.9% | 0.15% | -12.7% |
| Q1 2016 | $750,000 | +3.6% | 6,288 | -0.3% | 0.17% | +17.7% |
| Q4 2015 | $724,000 | +1.4% | 6,306 | -0.6% | 0.15% | -14.5% |
| Q3 2015 | $714,000 | +5.5% | 6,347 | +18.1% | 0.17% | +2.4% |
| Q2 2015 | $677,000 | -9.1% | 5,375 | -5.4% | 0.17% | -7.7% |
| Q1 2015 | $745,000 | +8.9% | 5,680 | +7.1% | 0.18% | +1113.3% |
| Q4 2014 | $684,000 | -34.5% | 5,303 | -39.3% | 0.02% | -90.6% |
| Q3 2014 | $1,044,000 | -99.8% | 8,740 | +6.8% | 0.16% | +29.3% |
| Q2 2014 | $522,770,000 | +121192.3% | 8,180 | +134.4% | 0.12% | -5.4% |
| Q1 2014 | $431,000 | +32.2% | 3,490 | +28.8% | 0.13% | +25.0% |
| Q4 2013 | $326,000 | +24.0% | 2,710 | +12.4% | 0.10% | +15.6% |
| Q3 2013 | $263,000 | +46.9% | 2,410 | +38.7% | 0.09% | +47.5% |
| Q2 2013 | $179,000 | – | 1,738 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 210,305 | $10,970,984 | 8.14% |
| Matrix Trust Co | 185,643 | $9,684 | 2.61% |
| Viewpoint Capital Management LLC | 46,323 | $2,416,537 | 2.17% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,510 | $2,896 | 1.40% |
| Hyperion Capital Advisors LP | 27,400 | $1,429,379 | 0.69% |
| Jackson Creek Investment Advisors LLC | 21,050 | $866 | 0.36% |
| SevenOneSeven Capital Management | 2,800 | $138,758 | 0.31% |
| Courage Miller Partners, LLC | 11,785 | $614,789 | 0.26% |
| Towerpoint Wealth, LLC | 8,534 | $445,194 | 0.26% |
| Rodgers & Associates, LTD | 30,422 | $1,587,028 | 0.25% |