ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 93 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,451,000 | -29.9% | 8,316 | -25.9% | 0.05% | -10.7% |
| Q4 2019 | $2,069,000 | +15.1% | 11,217 | +4.8% | 0.06% | -12.5% |
| Q3 2019 | $1,798,000 | +5.0% | 10,705 | +1.5% | 0.06% | 0.0% |
| Q2 2019 | $1,713,000 | +4.4% | 10,547 | +2.8% | 0.06% | -7.2% |
| Q1 2019 | $1,641,000 | +14.8% | 10,255 | +2.3% | 0.07% | +9.5% |
| Q4 2018 | $1,429,000 | -10.6% | 10,023 | +5.6% | 0.06% | 0.0% |
| Q3 2018 | $1,598,000 | +4.9% | 9,493 | -4.1% | 0.06% | -6.0% |
| Q2 2018 | $1,523,000 | +26.1% | 9,899 | +25.7% | 0.07% | +15.5% |
| Q1 2018 | $1,208,000 | -5.0% | 7,877 | -1.5% | 0.06% | -7.9% |
| Q4 2017 | $1,271,000 | +49.7% | 7,998 | +41.9% | 0.06% | +37.0% |
| Q3 2017 | $849,000 | +104.1% | 5,637 | +98.5% | 0.05% | +84.0% |
| Q2 2017 | $416,000 | – | 2,840 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Good Life Advisors, LLC | 68,149 | $9,181,000 | 5.36% |
| Cornerstone Wealth Management, LLC | 43,449 | $5,791,000 | 1.86% |
| Greenwich Wealth Management LLC | 70,707 | $9,381,000 | 1.18% |
| Mathes Company, Inc. | 11,375 | $1,509,000 | 0.83% |
| Threshold Group LLC | 7,031 | $933,000 | 0.81% |
| West Coast Financial LLC | 15,471 | $2,053,000 | 0.65% |
| Strategic Wealth Partners Group, LLC | 9,759 | $1,295,000 | 0.61% |
| Crestwood Advisors Group, LLC | 35,091 | $4,656,000 | 0.45% |
| Liberty Capital Management, Inc. | 3,065 | $414,000 | 0.27% |
| Global Retirement Partners, LLC | 1,806 | $240,000 | 0.16% |