ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 56 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $805,000 | +2.5% | 2,513 | -6.1% | 0.13% | -5.8% |
| Q2 2020 | $785,000 | +34.0% | 2,676 | -0.3% | 0.14% | +14.2% |
| Q1 2020 | $586,000 | -18.7% | 2,685 | -2.0% | 0.12% | -5.5% |
| Q4 2019 | $721,000 | -19.5% | 2,741 | -25.6% | 0.13% | -22.6% |
| Q3 2019 | $896,000 | -3.3% | 3,682 | -0.2% | 0.16% | -3.5% |
| Q2 2019 | $927,000 | +6.8% | 3,688 | 0.0% | 0.17% | +1.2% |
| Q1 2019 | $868,000 | -42.8% | 3,688 | -52.8% | 0.17% | -51.3% |
| Q4 2018 | $1,518,000 | -21.3% | 7,811 | -4.5% | 0.34% | -16.1% |
| Q3 2018 | $1,929,000 | -59.7% | 8,183 | -62.6% | 0.41% | -60.8% |
| Q2 2018 | $4,784,000 | +0.2% | 21,858 | -4.1% | 1.05% | -3.8% |
| Q1 2018 | $4,776,000 | -7.4% | 22,804 | -10.5% | 1.09% | -27.7% |
| Q4 2017 | $5,158,000 | +4.7% | 25,474 | -1.9% | 1.51% | -4.0% |
| Q3 2017 | $4,927,000 | +2.6% | 25,976 | -1.1% | 1.57% | -3.1% |
| Q2 2017 | $4,802,000 | +2.8% | 26,259 | -2.2% | 1.62% | -2.3% |
| Q1 2017 | $4,671,000 | +3.2% | 26,852 | -3.8% | 1.66% | -5.7% |
| Q4 2016 | $4,524,000 | +2.5% | 27,925 | +3.1% | 1.76% | -6.2% |
| Q3 2016 | $4,412,000 | +0.9% | 27,095 | -3.4% | 1.88% | -4.6% |
| Q2 2016 | $4,373,000 | -70.2% | 28,037 | -70.9% | 1.97% | -72.8% |
| Q1 2016 | $14,656,000 | -1.2% | 96,302 | +0.4% | 7.22% | -6.1% |
| Q4 2015 | $14,835,000 | +5.1% | 95,923 | +1.9% | 7.69% | -4.3% |
| Q3 2015 | $14,113,000 | -6.4% | 94,164 | +2.8% | 8.04% | -7.8% |
| Q2 2015 | $15,077,000 | -1.7% | 91,600 | -0.2% | 8.72% | -3.6% |
| Q1 2015 | $15,333,000 | +4.2% | 91,810 | -2.3% | 9.04% | -9.2% |
| Q4 2014 | $14,716,000 | +4.3% | 94,001 | -1.6% | 9.96% | -3.2% |
| Q3 2014 | $14,115,000 | +0.7% | 95,575 | +2.2% | 10.29% | +2.7% |
| Q2 2014 | $14,014,000 | +3.3% | 93,493 | -0.1% | 10.03% | +2.5% |
| Q1 2014 | $13,561,000 | -1.2% | 93,545 | -2.8% | 9.78% | -5.7% |
| Q4 2013 | $13,728,000 | – | 96,261 | – | 10.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ETFIDEA, LLC | 126,017 | $6,545,323 | 3.27% |
| CAPITAL WEALTH MANAGEMENT, LLC | 83,945 | $4,360,000 | 3.23% |
| Matrix Trust Co | 163,285 | $8,481,000 | 2.34% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 59,114 | $3,378,000 | 2.08% |
| Second Half Financial Partners, LLC | 6,965 | $2,634,000 | 2.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 228,199 | $11,853,000 | 1.95% |
| Bogart Wealth, LLC | 378,531 | $19,661,000 | 1.72% |
| Masso Torrence Wealth Management Inc. | 32,289 | $1,677,000 | 1.48% |
| Fermata Advisors, LLC | 76,876 | $3,994,000 | 1.39% |
| Rodgers & Associates, LTD | 149,901 | $7,786,000 | 1.34% |