ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 67 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $509,000 | -8.8% | 3,341 | -12.2% | 0.03% | -16.1% |
| Q3 2017 | $558,000 | +9.6% | 3,805 | +5.3% | 0.03% | +6.9% |
| Q2 2017 | $509,000 | -8.6% | 3,613 | -6.4% | 0.03% | -9.4% |
| Q1 2017 | $557,000 | +2.6% | 3,861 | +1.5% | 0.03% | -5.9% |
| Q4 2016 | $543,000 | +9.9% | 3,804 | +0.5% | 0.03% | +6.2% |
| Q3 2016 | $494,000 | +8.8% | 3,785 | +1.0% | 0.03% | +3.2% |
| Q2 2016 | $454,000 | +8.6% | 3,747 | +7.0% | 0.03% | +3.3% |
| Q1 2016 | $418,000 | 0.0% | 3,502 | -3.9% | 0.03% | -6.2% |
| Q4 2015 | $418,000 | -74.2% | 3,644 | -96.3% | 0.03% | -80.6% |
| Q3 2015 | $1,620,000 | +376.5% | 98,684 | +3550.9% | 0.16% | +371.4% |
| Q2 2015 | $340,000 | +3.0% | 2,703 | +7.4% | 0.04% | -2.8% |
| Q1 2015 | $330,000 | -1.8% | 2,516 | -3.3% | 0.04% | -18.2% |
| Q4 2014 | $336,000 | +6.3% | 2,603 | -1.4% | 0.04% | -21.4% |
| Q3 2014 | $316,000 | -2.5% | 2,641 | +4.1% | 0.06% | +3.7% |
| Q2 2014 | $324,000 | +1.9% | 2,536 | -1.4% | 0.05% | -20.6% |
| Q1 2014 | $318,000 | +5.6% | 2,572 | +2.7% | 0.07% | -9.3% |
| Q4 2013 | $301,000 | +9.1% | 2,505 | -0.8% | 0.08% | -5.1% |
| Q3 2013 | $276,000 | +10.4% | 2,524 | +4.1% | 0.08% | -7.1% |
| Q2 2013 | $250,000 | +8.7% | 2,425 | +9.3% | 0.08% | +10.4% |
| Q1 2013 | $230,000 | – | 2,219 | – | 0.08% | – |
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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% |