ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 62 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,303 | +8.9% | 1,614 | +24.4% | 0.00% | – |
| Q3 2021 | $82,000 | -55.2% | 1,297 | -7.8% | 0.00% | – |
| Q4 2016 | $183,000 | -16.1% | 1,406 | -17.4% | 0.00% | – |
| Q3 2016 | $218,000 | -28.8% | 1,702 | -31.6% | 0.00% | – |
| Q2 2016 | $306,000 | +3.0% | 2,490 | 0.0% | 0.00% | – |
| Q1 2016 | $297,000 | +0.3% | 2,490 | 0.0% | 0.00% | – |
| Q4 2015 | $296,000 | +6.1% | 2,490 | 0.0% | 0.00% | – |
| Q3 2015 | $279,000 | -12.5% | 2,490 | -5.7% | 0.00% | – |
| Q2 2015 | $319,000 | -0.3% | 2,640 | 0.0% | 0.00% | – |
| Q1 2015 | $320,000 | -2.1% | 2,640 | 0.0% | 0.00% | – |
| Q4 2014 | $327,000 | -8.7% | 2,640 | -15.1% | 0.00% | – |
| Q3 2014 | $358,000 | +26.5% | 3,110 | +24.9% | 0.00% | – |
| Q2 2014 | $283,000 | +2.9% | 2,490 | 0.0% | 0.00% | – |
| Q1 2014 | $275,000 | +2.2% | 2,490 | 0.0% | 0.00% | – |
| Q4 2013 | $269,000 | +8.9% | 2,490 | 0.0% | 0.00% | – |
| Q3 2013 | $247,000 | +2.9% | 2,490 | 0.0% | 0.00% | – |
| Q2 2013 | $240,000 | – | 2,490 | – | 0.00% | – |
Download | ||||||
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% |