ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 41 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $763,000 | +15.3% | 5,064 | +12.3% | 0.06% | +28.0% |
| Q2 2017 | $662,000 | +13.6% | 4,510 | +9.8% | 0.05% | +13.6% |
| Q1 2017 | $583,000 | +22.2% | 4,106 | +16.8% | 0.04% | +18.9% |
| Q4 2016 | $477,000 | +70.4% | 3,516 | +59.7% | 0.04% | +68.2% |
| Q3 2016 | $280,000 | -64.9% | 2,201 | -69.8% | 0.02% | -66.2% |
| Q4 2015 | $797,000 | -99.5% | 7,285 | +439.2% | 0.06% | +441.7% |
| Q4 2014 | $165,160,000 | +28180.8% | 1,351 | -73.3% | 0.01% | -72.7% |
| Q3 2014 | $584,000 | +2.1% | 5,060 | +0.7% | 0.04% | -2.2% |
| Q2 2014 | $572,000 | -0.2% | 5,027 | -2.2% | 0.04% | -8.2% |
| Q1 2014 | $573,000 | +4.0% | 5,142 | +0.6% | 0.05% | 0.0% |
| Q4 2013 | $551,000 | +5.2% | 5,111 | -2.3% | 0.05% | -3.9% |
| Q3 2013 | $524,000 | – | 5,230 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 70,606 | $4,158,374 | 2.66% |
| Brand Asset Management Group, Inc. | 58,110 | $3,422,405 | 1.76% |
| Quantitative Strategies, Inc. | 34,761 | $2,047,270 | 1.38% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,137,568 | 1.14% |
| Dentgroup LLC | 15,669 | $922,833 | 0.68% |
| Equitable Holdings, Inc. | 561,856 | $33,090,846 | 0.48% |
| Gladstone Institutional Advisory LLC | 96,564 | $5,687,195 | 0.37% |
| Red Tortoise LLC | 7,281 | $428,802 | 0.29% |
| West Coast Financial LLC | 27,906 | $1,643,547 | 0.24% |
| CHAPIN DAVIS, INC. | 7,912 | $466,008 | 0.22% |