ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 67 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $147,000 | -17.9% | 870 | -21.1% | 0.13% | -20.1% |
| Q3 2019 | $179,000 | +0.6% | 1,102 | -1.3% | 0.16% | +1.9% |
| Q2 2019 | $178,000 | -2.2% | 1,117 | -3.0% | 0.16% | +48.6% |
| Q1 2019 | $182,000 | +7.1% | 1,152 | -5.8% | 0.10% | -7.9% |
| Q4 2018 | $170,000 | -11.9% | 1,223 | +3.8% | 0.11% | +20.0% |
| Q3 2018 | $193,000 | -11.5% | 1,178 | -12.8% | 0.10% | -13.6% |
| Q2 2018 | $218,000 | -10.7% | 1,351 | -12.4% | 0.11% | -15.4% |
| Q1 2018 | $244,000 | -0.8% | 1,543 | +1.2% | 0.13% | -2.3% |
| Q4 2017 | $246,000 | +1.2% | 1,524 | -4.6% | 0.13% | -4.3% |
| Q3 2017 | $243,000 | +8.5% | 1,598 | +6.8% | 0.14% | +0.7% |
| Q2 2017 | $224,000 | +7.7% | 1,496 | +7.9% | 0.14% | -28.1% |
| Q1 2017 | $208,000 | -30.2% | 1,387 | -33.3% | 0.19% | -38.9% |
| Q4 2016 | $298,000 | – | 2,079 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 216,061 | $13,370 | 3.60% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,078 | $5,697,787 | 1.98% |
| FLAGSTAR ADVISORS INC | 74,730 | $4,624,303 | 1.68% |
| Black Diamond Financial, LLC | 64,987 | $4,021,403 | 1.32% |
| PCA Investment Advisory Services Inc. | 24,279 | $1,502,397 | 1.06% |
| Bedel Financial Consulting, Inc. | 54,290 | $3,359,444 | 0.82% |
| Marietta Wealth Management, LLC | 51,877 | $3,210,149 | 0.68% |
| Rodgers & Associates, LTD | 67,178 | $4,156,977 | 0.64% |
| Orgel Wealth Management, LLC | 283,668 | $17,553,376 | 0.63% |
| Courage Miller Partners, LLC | 23,074 | $1,427,819 | 0.60% |