ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 58 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,615,000 | +13.0% | 8,750 | +2.8% | 0.01% | 0.0% |
| Q3 2019 | $1,429,000 | +1.0% | 8,515 | -0.5% | 0.01% | 0.0% |
| Q2 2019 | $1,415,000 | +1.4% | 8,562 | -1.8% | 0.01% | -9.1% |
| Q1 2019 | $1,395,000 | +36.0% | 8,717 | +21.1% | 0.01% | +22.2% |
| Q4 2018 | $1,026,000 | -24.7% | 7,200 | -11.0% | 0.01% | -18.2% |
| Q3 2018 | $1,363,000 | +23.6% | 8,093 | +12.6% | 0.01% | +10.0% |
| Q2 2018 | $1,103,000 | 0.0% | 7,187 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,103,000 | -10.8% | 7,187 | -7.6% | 0.01% | -16.7% |
| Q4 2017 | $1,237,000 | -4.8% | 7,778 | -9.9% | 0.01% | -14.3% |
| Q3 2017 | $1,300,000 | +35.3% | 8,632 | +31.5% | 0.01% | +27.3% |
| Q2 2017 | $961,000 | +35.0% | 6,563 | +30.8% | 0.01% | +22.2% |
| Q1 2017 | $712,000 | +2.0% | 5,016 | -4.6% | 0.01% | -10.0% |
| Q4 2016 | $698,000 | -36.5% | 5,258 | -38.7% | 0.01% | -37.5% |
| Q3 2016 | $1,100,000 | +12.1% | 8,575 | +7.3% | 0.02% | 0.0% |
| Q2 2016 | $981,000 | +9.7% | 7,989 | +6.4% | 0.02% | 0.0% |
| Q1 2016 | $894,000 | -11.8% | 7,509 | -11.8% | 0.02% | -15.8% |
| Q4 2015 | $1,014,000 | +18.5% | 8,514 | +11.4% | 0.02% | +5.6% |
| Q3 2015 | $856,000 | +67.2% | 7,646 | +80.3% | 0.02% | +100.0% |
| Q2 2015 | $512,000 | -21.7% | 4,241 | -21.3% | 0.01% | -30.8% |
| Q1 2015 | $654,000 | +21.3% | 5,390 | +23.6% | 0.01% | +8.3% |
| Q4 2014 | $539,000 | +5.9% | 4,362 | -1.3% | 0.01% | -14.3% |
| Q3 2014 | $509,000 | +68.0% | 4,420 | +66.0% | 0.01% | +75.0% |
| Q2 2014 | $303,000 | +17.4% | 2,663 | +14.2% | 0.01% | 0.0% |
| Q1 2014 | $258,000 | +15.2% | 2,331 | +12.2% | 0.01% | +14.3% |
| Q4 2013 | $224,000 | -67.5% | 2,077 | -70.1% | 0.01% | -69.6% |
| Q3 2013 | $690,000 | +3.1% | 6,948 | +0.0% | 0.02% | -4.2% |
| Q2 2013 | $669,000 | – | 6,946 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 70,606 | $4,158,374 | 2.66% |
| Brand Asset Management Group, Inc. | 58,110 | $3,422,405 | 1.76% |
| Quantitative Strategies, Inc. | 34,761 | $2,047,270 | 1.38% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,137,568 | 1.14% |
| Dentgroup LLC | 15,669 | $922,833 | 0.68% |
| Equitable Holdings, Inc. | 561,856 | $33,090,846 | 0.48% |
| Gladstone Institutional Advisory LLC | 96,564 | $5,687,195 | 0.37% |
| Red Tortoise LLC | 7,281 | $428,802 | 0.29% |
| West Coast Financial LLC | 27,906 | $1,643,547 | 0.24% |
| CHAPIN DAVIS, INC. | 7,912 | $466,008 | 0.22% |