ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 37 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $4,000 | -97.8% | 29 | -98.0% | 0.00% | – |
| Q1 2016 | $184,000 | -0.5% | 1,483 | -4.6% | 0.00% | – |
| Q4 2015 | $185,000 | +11.4% | 1,554 | +6.9% | 0.00% | – |
| Q3 2015 | $166,000 | -7.8% | 1,454 | 0.0% | 0.00% | – |
| Q2 2015 | $180,000 | -2.2% | 1,454 | 0.0% | 0.00% | – |
| Q1 2015 | $184,000 | +1.7% | 1,454 | 0.0% | 0.00% | – |
| Q4 2014 | $181,000 | +4.0% | 1,454 | 0.0% | 0.00% | – |
| Q3 2014 | $174,000 | -3.9% | 1,454 | 0.0% | 0.00% | – |
| Q2 2014 | $181,000 | +5.8% | 1,454 | 0.0% | 0.00% | – |
| Q1 2014 | $171,000 | +3.0% | 1,454 | -0.2% | 0.00% | – |
| Q4 2013 | $166,000 | +7.8% | 1,457 | -1.2% | 0.00% | – |
| Q3 2013 | $154,000 | +5.5% | 1,475 | -1.3% | 0.00% | – |
| Q2 2013 | $146,000 | – | 1,494 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 25,614 | $4,148,000 | 1.83% |
| FIRST AMERICAN TRUST, FSB | 38,511 | $6,236,000 | 1.39% |
| Courage Miller Partners, LLC | 13,780 | $2,231,000 | 1.28% |
| GHP Investment Advisors, Inc. | 24,634 | $3,989,000 | 0.53% |
| M Holdings Securities, Inc. | 8,011 | $1,297,000 | 0.34% |
| PLANNING DIRECTIONS INC | 2,140 | $346,000 | 0.32% |
| NWAM LLC | 6,938 | $1,123,000 | 0.25% |
| Summit Asset Management, LLC | 1,658 | $268,000 | 0.12% |
| Prime Capital Investment Advisors, LLC | 2,323 | $376,000 | 0.12% |
| Bell Rock Capital LLC | 1,178 | $193,000 | 0.10% |