ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 61 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $3,049,000 | -1.8% | 19,187 | -6.9% | 0.02% | 0.0% |
| Q3 2017 | $3,106,000 | -0.6% | 20,612 | -3.5% | 0.02% | -5.3% |
| Q2 2017 | $3,125,000 | +25.4% | 21,350 | +21.5% | 0.02% | +18.8% |
| Q1 2017 | $2,493,000 | +12.2% | 17,573 | +4.9% | 0.02% | +23.1% |
| Q4 2016 | $2,221,000 | +12.9% | 16,747 | +9.1% | 0.01% | +8.3% |
| Q3 2016 | $1,968,000 | +70.7% | 15,351 | +63.4% | 0.01% | +71.4% |
| Q2 2016 | $1,153,000 | – | 9,394 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Advisors Group, LLC | 197,179 | $21,807,000 | 3.56% |
| Mathes Company, Inc. | 8,180 | $905,000 | 0.48% |
| ASPIRIANT, LLC | 17,831 | $1,972,000 | 0.29% |
| Brinker Capital Investments, LLC | 65,000 | $7,189,000 | 0.28% |
| Investors Capital Advisory Services | 10,812 | $1,195,000 | 0.26% |
| Exchange Capital Management, Inc. | 4,872 | $539,000 | 0.25% |
| B. Riley Wealth Advisors, Inc. | 2,833 | $314,000 | 0.10% |
| Gemmer Asset Management LLC | 1,097 | $121,000 | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 11,572 | $1,280,000 | 0.08% |
| Opus Capital Group, LLC | 8,505 | $941,000 | 0.07% |