ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 49 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $87,000 | +7.4% | 553 | +0.2% | 0.02% | +20.0% |
| Q3 2014 | $81,000 | -2.4% | 552 | +0.2% | 0.02% | 0.0% |
| Q2 2014 | $83,000 | +3.8% | 551 | +0.2% | 0.02% | -6.2% |
| Q1 2014 | $80,000 | +2.6% | 550 | +0.2% | 0.02% | +45.5% |
| Q4 2013 | $78,000 | +6.8% | 549 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $73,000 | +10.6% | 549 | +0.4% | 0.01% | 0.0% |
| Q2 2013 | $66,000 | – | 547 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KAYS FINANCIAL ADVISORY CORP /ADV | 94,001 | $14,716,000 | 9.96% |
| Summit Asset Management, LLC | 61,175 | $9,577,000 | 6.92% |
| Courage Miller Partners, LLC | 17,484 | $2,737,000 | 2.26% |
| US FINANCIAL ADVISORS, LLC | 7,876 | $1,233,000 | 1.10% |
| M Holdings Securities, Inc. | 7,540 | $1,180,000 | 0.76% |
| Neumann Capital Management, LLC | 6,056 | $948,000 | 0.62% |
| MSI Financial Services Inc | 22,252 | $3,484,000 | 0.38% |
| GHP Investment Advisors, Inc. | 6,167 | $966,000 | 0.27% |
| Investors Capital Advisory Services | 2,734 | $428,000 | 0.08% |
| Sigma Planning Corp | 3,761 | $589,000 | 0.08% |