ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 72 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $71,000 | -12.3% | 425 | -17.6% | 0.06% | -15.4% |
| Q4 2016 | $81,000 | -4.7% | 516 | -6.2% | 0.06% | -4.4% |
| Q3 2016 | $85,000 | +3.7% | 550 | 0.0% | 0.07% | +1.5% |
| Q2 2016 | $82,000 | +2.5% | 550 | 0.0% | 0.07% | -2.9% |
| Q1 2016 | $80,000 | +1.3% | 550 | 0.0% | 0.07% | -1.4% |
| Q4 2015 | $79,000 | +3.9% | 550 | 0.0% | 0.07% | -1.4% |
| Q3 2015 | $76,000 | -8.4% | 550 | 0.0% | 0.07% | +1.4% |
| Q2 2015 | $83,000 | -2.4% | 550 | 0.0% | 0.07% | -4.1% |
| Q1 2015 | $85,000 | +28.8% | 550 | +22.2% | 0.07% | +28.1% |
| Q4 2014 | $66,000 | – | 450 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC FINANCIAL GROUP INC | 90,740 | $5,419,882 | 3.53% |
| YARGER WEALTH STRATEGIES, LLC | 68,405 | $4,085,822 | 3.48% |
| Benchmark Wealth Management, LLC | 65,494 | $3,911,957 | 2.50% |
| Matrix Trust Co | 157,955 | $9,435 | 2.46% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 110,669 | $6,610,243 | 2.24% |
| Sunburst Financial Group, LLC | 69,940 | $4,177,516 | 1.47% |
| Pitti Group Wealth Management, LLC | 19,018 | $1,135,954 | 1.30% |
| Brand Asset Management Group, Inc. | 37,820 | $2,258,985 | 1.16% |
| MEANS INVESTMENT CO., INC. | 86,744 | $5,181,214 | 0.85% |
| FLAGSTAR ADVISORS INC | 27,680 | $1,661,540 | 0.63% |