ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 60 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $58,000 | +13.7% | 365 | +10.9% | 0.00% | – |
| Q1 2018 | $51,000 | -19.0% | 329 | -16.9% | 0.00% | – |
| Q4 2017 | $63,000 | -4.5% | 396 | -9.0% | 0.00% | – |
| Q3 2017 | $66,000 | +32.0% | 435 | +27.6% | 0.00% | – |
| Q2 2017 | $50,000 | +525.0% | 341 | +508.9% | 0.00% | – |
| Q1 2017 | $8,000 | +33.3% | 56 | +33.3% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q3 2016 | $6,000 | -91.7% | 42 | -92.7% | 0.00% | – |
| Q4 2014 | $72,000 | +4.3% | 575 | 0.0% | 0.00% | – |
| Q3 2014 | $69,000 | -2.8% | 575 | 0.0% | 0.00% | – |
| Q2 2014 | $71,000 | -22.0% | 575 | -25.8% | 0.00% | – |
| Q1 2014 | $91,000 | 0.0% | 775 | -3.1% | 0.00% | – |
| Q4 2013 | $91,000 | – | 800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 224,112 | $13,579 | 3.54% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 92,937 | $5,631,035 | 1.91% |
| Black Diamond Financial, LLC | 72,156 | $4,371,932 | 1.35% |
| PCA Investment Advisory Services Inc. | 27,044 | $1,638,606 | 1.17% |
| FLAGSTAR ADVISORS INC | 35,905 | $2,191,257 | 0.83% |
| BEDEL FINANCIAL CONSULTING INC | 59,356 | $3,596,407 | 0.73% |
| Marietta Wealth Management, LLC | 59,210 | $3,587,534 | 0.71% |
| Rodgers & Associates, LTD | 77,432 | $4,691,607 | 0.71% |
| Orgel Wealth Management, LLC | 325,949 | $19,749,250 | 0.67% |
| Courage Miller Partners, LLC | 22,224 | $1,346,552 | 0.55% |