ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 79 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $4,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $4,000 | -97.9% | 27 | -98.3% | 0.01% | -96.5% |
| Q4 2018 | $191,000 | -19.7% | 1,551 | 0.0% | 0.23% | -15.9% |
| Q3 2018 | $238,000 | -2.5% | 1,551 | -3.1% | 0.27% | +5.5% |
| Q2 2018 | $244,000 | +3.8% | 1,600 | -2.6% | 0.26% | +5.3% |
| Q1 2018 | $235,000 | -19.8% | 1,643 | -14.7% | 0.24% | -30.8% |
| Q4 2017 | $293,000 | -38.8% | 1,927 | -41.1% | 0.35% | -31.8% |
| Q3 2017 | $479,000 | +0.4% | 3,270 | -3.3% | 0.52% | +1.0% |
| Q2 2017 | $477,000 | -45.4% | 3,382 | -44.2% | 0.51% | -40.2% |
| Q1 2017 | $874,000 | -49.8% | 6,061 | -50.3% | 0.85% | -27.9% |
| Q4 2016 | $1,740,000 | -4.8% | 12,185 | -13.0% | 1.18% | +6.3% |
| Q3 2016 | $1,827,000 | -42.8% | 14,000 | -46.9% | 1.11% | -45.0% |
| Q2 2016 | $3,193,000 | -5.9% | 26,354 | -7.3% | 2.02% | -4.3% |
| Q1 2016 | $3,392,000 | +2.2% | 28,443 | -1.6% | 2.11% | +4.0% |
| Q4 2015 | $3,319,000 | -13.3% | 28,917 | -15.1% | 2.03% | -14.8% |
| Q3 2015 | $3,830,000 | -9.7% | 34,048 | +1.0% | 2.38% | +0.8% |
| Q2 2015 | $4,243,000 | +9.6% | 33,698 | +14.2% | 2.36% | +9.8% |
| Q1 2015 | $3,871,000 | +57.6% | 29,503 | +54.9% | 2.15% | +38.1% |
| Q4 2014 | $2,456,000 | +19.6% | 19,043 | +10.8% | 1.56% | +9.4% |
| Q3 2014 | $2,054,000 | +1.3% | 17,194 | +8.3% | 1.42% | +2.5% |
| Q2 2014 | $2,027,000 | +8.4% | 15,877 | +4.8% | 1.39% | -3.1% |
| Q1 2014 | $1,870,000 | -10.8% | 15,143 | -13.1% | 1.43% | -16.0% |
| Q4 2013 | $2,096,000 | +22.1% | 17,425 | +11.0% | 1.71% | -24.0% |
| Q3 2013 | $1,717,000 | +25.0% | 15,702 | +17.7% | 2.25% | +78.8% |
| Q2 2013 | $1,374,000 | – | 13,342 | – | 1.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 210,305 | $10,970,984 | 8.14% |
| Matrix Trust Co | 185,643 | $9,684 | 2.61% |
| Viewpoint Capital Management LLC | 46,323 | $2,416,537 | 2.17% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,510 | $2,896 | 1.40% |
| Hyperion Capital Advisors LP | 27,400 | $1,429,379 | 0.69% |
| Jackson Creek Investment Advisors LLC | 21,050 | $866 | 0.36% |
| SevenOneSeven Capital Management | 2,800 | $138,758 | 0.31% |
| Courage Miller Partners, LLC | 11,785 | $614,789 | 0.26% |
| Towerpoint Wealth, LLC | 8,534 | $445,194 | 0.26% |
| Rodgers & Associates, LTD | 30,422 | $1,587,028 | 0.25% |