ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 30 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $282,000 | -21.0% | 1,674 | -24.7% | 0.05% | -25.0% |
| Q3 2019 | $357,000 | -14.2% | 2,223 | -15.8% | 0.07% | -17.2% |
| Q2 2019 | $416,000 | -94.6% | 2,639 | -94.6% | 0.09% | -94.8% |
| Q1 2019 | $7,657,000 | +44.3% | 49,171 | +28.6% | 1.69% | +26.4% |
| Q4 2018 | $5,307,000 | -14.9% | 38,234 | -0.7% | 1.34% | -4.0% |
| Q3 2018 | $6,236,000 | +1.9% | 38,511 | +0.1% | 1.39% | -3.3% |
| Q2 2018 | $6,121,000 | +4.9% | 38,455 | +2.8% | 1.44% | +1.6% |
| Q1 2018 | $5,835,000 | +9.0% | 37,410 | +11.5% | 1.42% | +7.5% |
| Q4 2017 | $5,352,000 | +13.2% | 33,558 | +7.2% | 1.32% | +6.6% |
| Q3 2017 | $4,728,000 | +14.0% | 31,293 | +11.7% | 1.24% | +7.0% |
| Q2 2017 | $4,147,000 | +12.0% | 28,006 | +12.2% | 1.15% | +2.1% |
| Q1 2017 | $3,704,000 | +69.5% | 24,955 | +65.0% | 1.13% | +67.2% |
| Q4 2016 | $2,185,000 | +26.2% | 15,121 | +17.2% | 0.68% | +25.2% |
| Q3 2016 | $1,731,000 | +31.0% | 12,906 | +23.2% | 0.54% | +15.9% |
| Q2 2016 | $1,321,000 | -70.2% | 10,478 | -70.8% | 0.47% | -70.1% |
| Q1 2016 | $4,440,000 | +56.8% | 35,923 | +50.8% | 1.56% | +49.0% |
| Q4 2015 | $2,832,000 | -19.5% | 23,828 | -22.6% | 1.04% | -23.2% |
| Q3 2015 | $3,518,000 | -7.7% | 30,775 | -0.1% | 1.36% | -3.6% |
| Q2 2015 | $3,810,000 | -8.8% | 30,804 | -6.9% | 1.41% | -5.3% |
| Q1 2015 | $4,177,000 | +16.2% | 33,098 | +14.7% | 1.49% | +12.0% |
| Q4 2014 | $3,594,000 | +24.6% | 28,863 | +19.8% | 1.33% | +24.3% |
| Q3 2014 | $2,884,000 | +15.0% | 24,094 | +19.4% | 1.07% | +12.3% |
| Q2 2014 | $2,508,000 | +338.5% | 20,172 | +316.4% | 0.95% | +345.3% |
| Q1 2014 | $572,000 | -0.2% | 4,844 | -3.4% | 0.21% | +10.9% |
| Q4 2013 | $573,000 | +170.3% | 5,016 | +147.5% | 0.19% | +153.9% |
| Q3 2013 | $212,000 | +5.0% | 2,027 | -2.0% | 0.08% | 0.0% |
| Q2 2013 | $202,000 | – | 2,068 | – | 0.08% | – |
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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% |