ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 90 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 2018 | $49,000 | -19.7% | 400 | 0.0% | 0.04% | +2.9% |
| Q3 2018 | $61,000 | 0.0% | 400 | 0.0% | 0.04% | -2.8% |
| Q2 2018 | $61,000 | +7.0% | 400 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $57,000 | -6.6% | 400 | 0.0% | 0.04% | -12.2% |
| Q4 2017 | $61,000 | +3.4% | 400 | 0.0% | 0.04% | +20.6% |
| Q3 2017 | $59,000 | -1.7% | 400 | -5.9% | 0.03% | -10.5% |
| Q2 2017 | $60,000 | -7.7% | 425 | -5.8% | 0.04% | -19.1% |
| Q1 2017 | $65,000 | +1.6% | 451 | 0.0% | 0.05% | -9.6% |
| Q4 2016 | $64,000 | – | 451 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 210,305 | $10,970,984 | 8.14% |
| Matrix Trust Co | 185,643 | $9,684 | 2.61% |
| Viewpoint Capital Management LLC | 46,323 | $2,416,537 | 2.17% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 55,510 | $2,896 | 1.40% |
| Hyperion Capital Advisors LP | 27,400 | $1,429,379 | 0.69% |
| Jackson Creek Investment Advisors LLC | 21,050 | $866 | 0.36% |
| SevenOneSeven Capital Management | 2,800 | $138,758 | 0.31% |
| Courage Miller Partners, LLC | 11,785 | $614,789 | 0.26% |
| Towerpoint Wealth, LLC | 8,534 | $445,194 | 0.26% |
| Rodgers & Associates, LTD | 30,422 | $1,587,028 | 0.25% |