ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 81 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 | $19,000 | +5.6% | 127 | 0.0% | 0.00% | – |
| Q1 2018 | $18,000 | -5.3% | 127 | 0.0% | 0.00% | – |
| Q4 2017 | $19,000 | -5.0% | 127 | -7.3% | 0.00% | – |
| Q3 2017 | $20,000 | +66.7% | 137 | +61.2% | 0.00% | – |
| Q2 2017 | $12,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2017 | $12,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | -75.0% | 85 | -77.0% | 0.00% | – |
| Q4 2014 | $48,000 | +9.1% | 370 | 0.0% | 0.00% | – |
| Q3 2014 | $44,000 | -6.4% | 370 | 0.0% | 0.00% | – |
| Q2 2014 | $47,000 | -26.6% | 370 | -28.8% | 0.00% | – |
| Q1 2014 | $64,000 | +1.6% | 520 | 0.0% | 0.00% | – |
| Q4 2013 | $63,000 | – | 520 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 196,882 | $10,249,679 | 8.17% |
| Ipsen Advisor Group LLC | 70,529 | $3,671,748 | 4.23% |
| Matrix Trust Co | 182,751 | $9,514 | 2.41% |
| Viewpoint Capital Management LLC | 46,323 | $2,411,575 | 2.33% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 59,776 | $3,112 | 1.59% |
| PANORAMIC INVESTMENT ADVISORS, LLC | 14,170 | $737,691 | 0.76% |
| Hyperion Capital Advisors LP | 27,400 | $1,426,444 | 0.70% |
| PACIFIC SUN FINANCIAL CORP | 13,212 | $687,817 | 0.48% |
| Jackson Creek Investment Advisors LLC | 21,063 | $834 | 0.37% |
| Perennial Investment Advisors, LLC | 17,439 | $907,869 | 0.37% |