ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 32 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $300,000 | -43.2% | 2,070 | -43.5% | 0.01% | -46.2% |
| Q3 2016 | $528,000 | -17.2% | 3,664 | -22.9% | 0.01% | 0.0% |
| Q2 2016 | $638,000 | +139.8% | 4,755 | +130.4% | 0.01% | +85.7% |
| Q1 2016 | $266,000 | +12.7% | 2,064 | +17.5% | 0.01% | +75.0% |
| Q4 2015 | $236,000 | -28.5% | 1,756 | -22.9% | 0.00% | -33.3% |
| Q2 2015 | $330,000 | -82.1% | 2,277 | -84.4% | 0.01% | -82.9% |
| Q3 2014 | $1,839,000 | +156.5% | 14,603 | +173.4% | 0.04% | +218.2% |
| Q2 2014 | $717,000 | +55.9% | 5,341 | +43.1% | 0.01% | +83.3% |
| Q3 2013 | $460,000 | – | 3,733 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SHELTON WEALTH MANAGEMENT, LLC | 51,376 | $2,002,739 | 1.62% |
| Matrix Trust Co | 143,890 | $5,609 | 1.51% |
| Opes Wealth Management LLC | 94,586 | $3,687,180 | 1.19% |
| Gallagher Fiduciary Advisors, LLC | 334,277 | $13,031,394 | 1.08% |
| Black Diamond Financial, LLC | 72,431 | $2,823,527 | 0.93% |
| Asset Allocation Strategies LLC | 7,773 | $303,024 | 0.87% |
| VAUGHAN & Co SECURITIES, INC. | 26,668 | $1,039,580 | 0.77% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 101,067 | $3,939,828 | 0.52% |
| Certified Advisory Corp | 63,830 | $2,488,257 | 0.44% |
| Breakwater Capital Group | 22,083 | $860,846 | 0.36% |