ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 62 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $303,000 | +7.8% | 2,320 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $281,000 | +1.4% | 2,320 | 0.0% | 0.01% | +14.3% |
| Q1 2016 | $277,000 | +4.1% | 2,320 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $266,000 | +1.9% | 2,320 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $261,000 | -10.6% | 2,320 | 0.0% | 0.01% | -65.2% |
| Q2 2015 | $292,000 | -4.3% | 2,320 | 0.0% | 0.02% | +187.5% |
| Q1 2015 | $305,000 | -6.7% | 2,320 | -8.5% | 0.01% | -11.1% |
| Q4 2014 | $327,000 | +8.3% | 2,535 | 0.0% | 0.01% | +12.5% |
| Q3 2014 | $302,000 | -6.8% | 2,535 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $324,000 | +3.5% | 2,535 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $313,000 | +12.2% | 2,535 | +9.3% | 0.01% | +12.5% |
| Q4 2013 | $279,000 | – | 2,320 | – | 0.01% | – |
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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% |