ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $504,993 | -33.4% | 8,535 | -31.3% | 0.19% | -32.6% |
| Q2 2023 | $758,677 | +20.7% | 12,421 | +11.5% | 0.28% | +25.0% |
| Q1 2023 | $628,542 | -3.2% | 11,142 | -9.7% | 0.23% | 0.0% |
| Q4 2022 | $649,584 | -99.9% | 12,340 | -2.7% | 0.23% | -3.0% |
| Q3 2022 | $626,332,000 | +106419.0% | 12,681 | +12.0% | 0.24% | +8.3% |
| Q2 2022 | $588,000 | -24.8% | 11,325 | -9.0% | 0.22% | -11.8% |
| Q1 2022 | $782,000 | -4.0% | 12,447 | +1.4% | 0.25% | -1.6% |
| Q4 2021 | $815,000 | +23.3% | 12,278 | +12.8% | 0.25% | +13.6% |
| Q3 2021 | $661,000 | – | 10,889 | – | 0.22% | – |
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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% |