ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 58 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,084 | -24.0% | 17,025 | -26.1% | 0.22% | +51.4% |
| Q1 2023 | $1,427 | -0.8% | 23,053 | -0.5% | 0.15% | -2.6% |
| Q4 2022 | $1,438 | -99.9% | 23,175 | -0.6% | 0.15% | +5.6% |
| Q3 2022 | $1,304,000 | -5.8% | 23,319 | +0.0% | 0.14% | +2.9% |
| Q2 2022 | $1,384,000 | -13.8% | 23,318 | +0.0% | 0.14% | +14.8% |
| Q1 2022 | $1,606,000 | +7.3% | 23,317 | +0.0% | 0.12% | -16.4% |
| Q2 2021 | $1,497,000 | +4.5% | 23,315 | +200.0% | 0.15% | +12.3% |
| Q1 2021 | $1,433,000 | +16.5% | 7,771 | -1.6% | 0.13% | -54.4% |
| Q1 2019 | $1,230,000 | +10.6% | 7,901 | -1.4% | 0.28% | -17.4% |
| Q4 2018 | $1,112,000 | -14.3% | 8,011 | 0.0% | 0.34% | +1.5% |
| Q3 2018 | $1,297,000 | +1.7% | 8,011 | 0.0% | 0.34% | -2.9% |
| Q2 2018 | $1,275,000 | +2.1% | 8,011 | 0.0% | 0.35% | -8.1% |
| Q1 2018 | $1,249,000 | -58.9% | 8,011 | -50.0% | 0.38% | -16.6% |
| Q4 2017 | $3,038,000 | +150.5% | 16,022 | +99.5% | 0.46% | +19.3% |
| Q3 2017 | $1,213,000 | +2.0% | 8,031 | 0.0% | 0.38% | -5.7% |
| Q2 2017 | $1,189,000 | -0.3% | 8,031 | 0.0% | 0.41% | -11.5% |
| Q1 2017 | $1,192,000 | +3.6% | 8,031 | +0.8% | 0.46% | +15.0% |
| Q4 2016 | $1,151,000 | +10.8% | 7,967 | +2.8% | 0.40% | -15.6% |
| Q3 2016 | $1,039,000 | +6.2% | 7,750 | 0.0% | 0.47% | -5.6% |
| Q2 2016 | $978,000 | +2.1% | 7,750 | 0.0% | 0.50% | -14.5% |
| Q1 2016 | $958,000 | +4.0% | 7,750 | 0.0% | 0.59% | -4.9% |
| Q4 2015 | $921,000 | -5.2% | 7,750 | -8.9% | 0.62% | -11.0% |
| Q3 2015 | $972,000 | -7.6% | 8,505 | 0.0% | 0.69% | -1.6% |
| Q2 2015 | $1,052,000 | -2.0% | 8,505 | 0.0% | 0.70% | +0.3% |
| Q1 2015 | $1,074,000 | +1.4% | 8,505 | 0.0% | 0.70% | +2.0% |
| Q4 2014 | $1,059,000 | +4.0% | 8,505 | 0.0% | 0.69% | +20.7% |
| Q3 2014 | $1,018,000 | -3.8% | 8,505 | 0.0% | 0.57% | -15.8% |
| Q2 2014 | $1,058,000 | +0.5% | 8,505 | -4.8% | 0.68% | -38.8% |
| Q1 2014 | $1,053,000 | +3.1% | 8,930 | 0.0% | 1.10% | +51.8% |
| Q4 2013 | $1,021,000 | – | 8,930 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |