ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 61 filers reported holding ISHARES TR in Q4 2015. 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. | 262,778 | $15,217,502 | 9.60% |
| Matrix Trust Co | 190,476 | $11,030 | 2.49% |
| Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
| MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
| Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
| PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
| Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
| Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
| Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
| Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |