ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 38 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $4,000 | +33.3% | 50 | 0.0% | 0.00% | +50.0% |
| Q3 2015 | $3,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% |
| Q4 2013 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $4,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 302,342 | $29,886,000 | 8.78% |
| SPC Financial, Inc. | 129,282 | $12,780,000 | 2.20% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17,828 | $1,762,000 | 1.29% |
| Equitable Holdings, Inc. | 458,036 | $45,277,000 | 1.17% |
| TAP Consulting, LLC | 16,855 | $1,666,000 | 0.66% |
| GenWealth Group, Inc. | 17,234 | $1,740,000 | 0.63% |
| Courage Miller Partners, LLC | 8,066 | $780,000 | 0.42% |
| Brand Asset Management Group, Inc. | 6,610 | $653,000 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 178,568 | $17,657,000 | 0.28% |
| Towerpoint Wealth, LLC | 4,741 | $469,000 | 0.26% |