ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 36 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $239,000 | -31.9% | 1,484 | -33.5% | 0.02% | -9.5% |
| Q2 2019 | $351,000 | +34.5% | 2,231 | +33.6% | 0.02% | +50.0% |
| Q1 2018 | $261,000 | -51.8% | 1,670 | -50.9% | 0.01% | -51.7% |
| Q4 2017 | $542,000 | +78.9% | 3,399 | +69.5% | 0.03% | +93.3% |
| Q3 2017 | $303,000 | -22.9% | 2,005 | -24.3% | 0.02% | -63.4% |
| Q1 2017 | $393,000 | +91.7% | 2,648 | +86.9% | 0.04% | +86.4% |
| Q4 2016 | $205,000 | -59.6% | 1,417 | -65.0% | 0.02% | -67.6% |
| Q2 2016 | $508,000 | +26.1% | 4,044 | +18.7% | 0.07% | +19.3% |
| Q4 2015 | $403,000 | +27.9% | 3,407 | +36.4% | 0.06% | +62.9% |
| Q1 2015 | $315,000 | -26.7% | 2,498 | -27.8% | 0.04% | -37.5% |
| Q2 2014 | $430,000 | -85.3% | 3,460 | -87.7% | 0.06% | -80.4% |
| Q3 2013 | $2,935,000 | -10.2% | 28,101 | -16.0% | 0.29% | -8.9% |
| Q2 2013 | $3,270,000 | – | 33,469 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 216,061 | $13,370 | 3.60% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,078 | $5,697,787 | 1.98% |
| FLAGSTAR ADVISORS INC | 74,730 | $4,624,303 | 1.68% |
| Black Diamond Financial, LLC | 64,987 | $4,021,403 | 1.32% |
| PCA Investment Advisory Services Inc. | 24,279 | $1,502,397 | 1.06% |
| Bedel Financial Consulting, Inc. | 54,290 | $3,359,444 | 0.82% |
| Marietta Wealth Management, LLC | 51,877 | $3,210,149 | 0.68% |
| Rodgers & Associates, LTD | 67,178 | $4,156,977 | 0.64% |
| Orgel Wealth Management, LLC | 283,668 | $17,553,376 | 0.63% |
| Courage Miller Partners, LLC | 23,074 | $1,427,819 | 0.60% |