ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 67 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 2023 | $113,476 | +1791.3% | 1,999 | +1879.2% | 0.00% | – |
| Q3 2021 | $6,000 | -93.8% | 101 | -85.8% | 0.00% | – |
| Q2 2019 | $97,000 | -23.0% | 710 | -22.0% | 0.00% | – |
| Q1 2019 | $126,000 | +404.0% | 910 | +355.0% | 0.00% | – |
| Q4 2018 | $25,000 | -19.4% | 200 | 0.0% | 0.00% | – |
| Q3 2018 | $31,000 | +3.3% | 200 | 0.0% | 0.00% | – |
| Q2 2018 | $30,000 | +3.4% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $29,000 | -3.3% | 200 | 0.0% | 0.00% | – |
| Q4 2017 | $30,000 | +3.4% | 200 | 0.0% | 0.00% | – |
| Q3 2017 | $29,000 | +3.6% | 200 | 0.0% | 0.00% | – |
| Q2 2017 | $28,000 | -3.4% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $29,000 | +3.6% | 200 | 0.0% | 0.00% | – |
| Q4 2016 | $28,000 | +7.7% | 200 | 0.0% | 0.00% | – |
| Q3 2016 | $26,000 | +8.3% | 200 | 0.0% | 0.00% | – |
| Q2 2016 | $24,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2016 | $24,000 | -4.0% | 200 | -9.1% | 0.00% | – |
| Q4 2015 | $25,000 | -74.7% | 220 | -75.1% | 0.00% | – |
| Q3 2015 | $99,000 | +57.1% | 883 | +76.6% | 0.00% | – |
| Q2 2015 | $63,000 | -33.0% | 500 | -30.1% | 0.00% | – |
| Q1 2015 | $94,000 | -7.8% | 715 | -9.9% | 0.00% | – |
| Q4 2014 | $102,000 | +126.7% | 794 | +115.2% | 0.00% | – |
| Q3 2014 | $45,000 | +87.5% | 369 | +95.2% | 0.00% | – |
| Q2 2014 | $24,000 | -99.5% | 189 | -99.5% | 0.00% | -100.0% |
| Q1 2014 | $4,939,000 | +105.4% | 40,000 | +100.0% | 0.01% | +100.0% |
| Q4 2013 | $2,405,000 | – | 20,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 262,778 | $15,217,502 | 9.60% |
| Matrix Trust Co | 190,476 | $11,030 | 2.49% |
| Viewpoint Capital Management LLC | 46,128 | $2,671,272 | 1.64% |
| MB Generational Wealth, LLC | 23,415 | $1,355,963 | 1.05% |
| Steele Capital Management, Inc. | 190,476 | $11,030,478 | 0.62% |
| PACIFIC SUN FINANCIAL CORP | 11,812 | $684,033 | 0.40% |
| Prosperity Consulting Group, LLC | 48,297 | $2,796,879 | 0.38% |
| Rodgers & Associates, LTD | 31,616 | $1,830,883 | 0.24% |
| Courage Miller Partners, LLC | 10,480 | $606,897 | 0.22% |
| Merriman Wealth Management, LLC | 79,150 | $4,583,604 | 0.20% |