ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $344,000 | -99.9% | 6,544 | -2.0% | 0.01% | -14.3% |
| Q3 2022 | $330,000,000 | +95000.9% | 6,679 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $347,000 | -17.4% | 6,679 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $420,000 | -99.9% | 6,679 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $444,000,000 | +132437.3% | 6,679 | +20.9% | 0.01% | +14.3% |
| Q3 2021 | $335,000 | -0.9% | 5,523 | -0.7% | 0.01% | 0.0% |
| Q2 2021 | $338,000 | +8.3% | 5,564 | +300.0% | 0.01% | -12.5% |
| Q1 2021 | $312,000 | +7.2% | 1,391 | +3.7% | 0.01% | 0.0% |
| Q4 2020 | $291,000 | -10.5% | 1,342 | -49.0% | 0.01% | -90.1% |
| Q4 2014 | $325,000 | – | 2,630 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 66,740 | $5,016,864 | 2.67% |
| Brand Asset Management Group, Inc. | 56,080 | $4,215,510 | 1.78% |
| Quantitative Strategies, Inc. | 36,055 | $2,710,254 | 1.55% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,451,908 | 1.20% |
| Dentgroup LLC | 14,443 | $1,085,666 | 0.88% |
| Gladstone Institutional Advisory LLC | 93,319 | $7,014,789 | 0.36% |
| Equitable Holdings, Inc. | 450,097 | $33,833,792 | 0.36% |
| PACIFIC SUN FINANCIAL CORP | 7,920 | $595,346 | 0.35% |
| Capital Management Associates, Inc | 6,538 | $491,484 | 0.30% |
| Red Tortoise LLC | 7,315 | $549,867 | 0.30% |