ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 67 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $209,000 | -0.9% | 1,452 | -5.7% | 0.04% | -14.3% |
| Q2 2019 | $211,000 | -14.2% | 1,540 | -13.5% | 0.04% | -20.8% |
| Q1 2019 | $246,000 | +5.1% | 1,781 | -6.4% | 0.05% | -11.7% |
| Q4 2018 | $234,000 | -61.2% | 1,903 | -51.4% | 0.06% | -55.9% |
| Q3 2018 | $603,000 | -5.2% | 3,919 | -6.1% | 0.14% | -9.9% |
| Q2 2018 | $636,000 | -8.8% | 4,173 | -14.3% | 0.15% | -14.2% |
| Q1 2018 | $697,000 | +2.0% | 4,871 | +8.6% | 0.18% | +1.7% |
| Q4 2017 | $683,000 | +4.0% | 4,487 | +0.1% | 0.17% | +1.2% |
| Q3 2017 | $657,000 | +10.2% | 4,484 | +6.0% | 0.17% | +64.4% |
| Q2 2017 | $596,000 | +8.4% | 4,232 | +11.0% | 0.10% | -38.1% |
| Q1 2017 | $550,000 | +4.6% | 3,812 | +3.5% | 0.17% | -3.4% |
| Q4 2016 | $526,000 | +49.9% | 3,683 | +36.9% | 0.17% | +544.4% |
| Q3 2016 | $351,000 | – | 2,690 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |