ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 87 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,705,000 | +1.4% | 8,126 | -4.4% | 0.01% | 0.0% |
| Q3 2019 | $1,682,000 | +2.2% | 8,501 | +0.3% | 0.01% | -7.7% |
| Q2 2019 | $1,645,000 | -9.9% | 8,476 | -12.6% | 0.01% | -13.3% |
| Q1 2019 | $1,825,000 | +9.5% | 9,701 | -5.8% | 0.02% | -6.2% |
| Q4 2018 | $1,667,000 | -11.6% | 10,299 | +3.5% | 0.02% | -15.8% |
| Q3 2018 | $1,886,000 | -9.1% | 9,951 | -11.9% | 0.02% | -34.5% |
| Q2 2018 | $2,075,000 | -4.3% | 11,295 | -5.5% | 0.03% | -3.3% |
| Q1 2018 | $2,169,000 | +7.0% | 11,958 | +9.6% | 0.03% | +11.1% |
| Q4 2017 | $2,027,000 | +38.7% | 10,913 | +30.7% | 0.03% | +17.4% |
| Q3 2017 | $1,461,000 | +15.5% | 8,351 | +11.4% | 0.02% | +4.5% |
| Q2 2017 | $1,265,000 | +7.6% | 7,495 | +6.3% | 0.02% | -8.3% |
| Q1 2017 | $1,176,000 | -14.7% | 7,053 | -19.4% | 0.02% | -22.6% |
| Q4 2016 | $1,378,000 | -28.7% | 8,751 | -30.1% | 0.03% | -32.6% |
| Q3 2016 | $1,932,000 | +138.2% | 12,516 | +129.5% | 0.05% | +119.0% |
| Q2 2016 | $811,000 | – | 5,454 | – | 0.02% | – |
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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% |