ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 58 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,202,000 | +242.5% | 8,337 | +187.6% | 0.03% | +371.4% |
| Q2 2016 | $351,000 | -53.8% | 2,899 | -54.5% | 0.01% | -66.7% |
| Q1 2016 | $760,000 | +133.8% | 6,377 | +125.4% | 0.02% | +250.0% |
| Q4 2015 | $325,000 | +7.6% | 2,829 | +5.4% | 0.01% | +20.0% |
| Q3 2015 | $302,000 | -10.1% | 2,683 | +2.8% | 0.01% | -16.7% |
| Q4 2014 | $336,000 | – | 2,609 | – | 0.01% | – |
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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% |