ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 45 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $535,000 | +105.8% | 3,304 | +107.0% | 0.01% | +116.7% |
| Q3 2016 | $260,000 | -62.6% | 1,596 | -64.2% | 0.01% | -57.1% |
| Q2 2016 | $695,000 | +23.9% | 4,456 | +20.9% | 0.01% | -12.5% |
| Q1 2016 | $561,000 | -3.9% | 3,686 | +3.8% | 0.02% | +60.0% |
| Q2 2015 | $584,000 | -36.9% | 3,551 | -43.3% | 0.01% | -44.4% |
| Q3 2014 | $925,000 | +257.1% | 6,262 | +262.2% | 0.02% | +350.0% |
| Q2 2014 | $259,000 | -13.4% | 1,729 | -22.8% | 0.00% | 0.0% |
| Q3 2013 | $299,000 | – | 2,241 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marmo Financial Group, LLC | 204,176 | $11,664,548 | 11.07% |
| Cosner Financial Group, LLC | 147,004 | $8,398,339 | 7.40% |
| Cornerstone Planning Group LLC | 231,941 | $13,250,799 | 5.05% |
| CAPITAL WEALTH MANAGEMENT, LLC | 159,052 | $9,086,641 | 4.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 613,142 | $35,028,777 | 4.08% |
| Scott Capital Advisors, LLC | 145,876 | $8,409,749 | 3.35% |
| ETFIDEA, LLC | 123,457 | $7,053,098 | 3.00% |
| Matrix Trust Co | 169,277 | $9,671 | 2.52% |
| Integrated Investment Consultants, LLC | 137,377 | $7,848,341 | 2.43% |
| FORTE CAPITAL LLC /ADV | 270,366 | $15,445,983 | 2.38% |