ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 58 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $7,000 | -53.3% | 50 | -58.3% | 0.00% | -33.3% |
| Q4 2014 | $15,000 | -25.0% | 120 | -29.0% | 0.00% | -25.0% |
| Q3 2014 | $20,000 | -9.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $22,000 | +46.7% | 169 | +42.0% | 0.00% | +33.3% |
| Q1 2014 | $15,000 | +87.5% | 119 | +75.0% | 0.00% | +200.0% |
| Q4 2013 | $8,000 | +14.3% | 68 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | 0.0% | 68 | +1.5% | 0.00% | 0.0% |
| Q2 2013 | $7,000 | – | 67 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |