ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 109 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $329,293 | -3.6% | 5,591 | 0.0% | 0.00% | – |
| Q2 2023 | $341,506 | +8.5% | 5,591 | +0.2% | 0.00% | – |
| Q1 2023 | $314,784 | +0.7% | 5,580 | -6.1% | 0.00% | – |
| Q4 2022 | $312,607 | +38.3% | 5,940 | +29.5% | 0.00% | – |
| Q3 2022 | $226,000 | -4.6% | 4,586 | +0.4% | 0.00% | – |
| Q2 2022 | $237,000 | -17.1% | 4,567 | +0.3% | 0.00% | – |
| Q1 2022 | $286,000 | -5.3% | 4,554 | +0.2% | 0.00% | – |
| Q4 2021 | $302,000 | +9.8% | 4,543 | +0.3% | 0.00% | – |
| Q3 2021 | $275,000 | +0.4% | 4,530 | +0.3% | 0.00% | – |
| Q2 2021 | $274,000 | -3.2% | 4,518 | +258.3% | 0.00% | – |
| Q1 2021 | $283,000 | +16.0% | 1,261 | +12.2% | 0.00% | – |
| Q4 2020 | $244,000 | -12.5% | 1,124 | -21.5% | 0.00% | – |
| Q3 2020 | $279,000 | +12.0% | 1,432 | +0.2% | 0.00% | – |
| Q2 2020 | $249,000 | -9.5% | 1,429 | -23.7% | 0.00% | – |
| Q1 2020 | $275,000 | -26.9% | 1,874 | -8.1% | 0.00% | – |
| Q4 2019 | $376,000 | -1.8% | 2,039 | -10.6% | 0.00% | -100.0% |
| Q3 2019 | $383,000 | +68.0% | 2,281 | +64.9% | 0.00% | – |
| Q2 2019 | $228,000 | +2.2% | 1,383 | -11.5% | 0.00% | – |
| Q4 2018 | $223,000 | -93.7% | 1,562 | -93.5% | 0.00% | -100.0% |
| Q2 2017 | $3,539,000 | +3.5% | 24,175 | +0.3% | 0.01% | 0.0% |
| Q1 2017 | $3,418,000 | -1.9% | 24,098 | -8.2% | 0.01% | -11.1% |
| Q4 2016 | $3,483,000 | +5.8% | 26,254 | +2.3% | 0.01% | 0.0% |
| Q3 2016 | $3,291,000 | +3.7% | 25,661 | -0.8% | 0.01% | -10.0% |
| Q2 2016 | $3,175,000 | -1.6% | 25,862 | -4.5% | 0.01% | -9.1% |
| Q1 2016 | $3,225,000 | -0.1% | 27,082 | -0.1% | 0.01% | -8.3% |
| Q4 2015 | $3,227,000 | +6.5% | 27,100 | +0.1% | 0.01% | 0.0% |
| Q3 2015 | $3,029,000 | -4.5% | 27,071 | +3.2% | 0.01% | 0.0% |
| Q2 2015 | $3,171,000 | -70.8% | 26,241 | -70.6% | 0.01% | -75.0% |
| Q1 2015 | $10,843,000 | +1.7% | 89,360 | +3.5% | 0.05% | -7.7% |
| Q4 2014 | $10,664,000 | +256.4% | 86,324 | +232.3% | 0.05% | +205.9% |
| Q3 2014 | $2,992,000 | -3.3% | 25,977 | -4.4% | 0.02% | -10.5% |
| Q2 2014 | $3,094,000 | +2.9% | 27,178 | -0.1% | 0.02% | -9.5% |
| Q1 2014 | $3,008,000 | +8.0% | 27,200 | +5.3% | 0.02% | 0.0% |
| Q4 2013 | $2,786,000 | -28.8% | 25,832 | -34.5% | 0.02% | -38.2% |
| Q3 2013 | $3,912,000 | +202.3% | 39,409 | +193.4% | 0.03% | +183.3% |
| Q2 2013 | $1,294,000 | – | 13,433 | – | 0.01% | – |
Download | ||||||
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% |