ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,491 | -3.6% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $127,046 | +8.3% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $117,312 | +7.2% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $109,470 | +6.3% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $103,000 | -4.6% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | -17.6% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $131,000 | -5.1% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $138,000 | – | 2,080 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Advisors Group, LLC | 197,179 | $21,807,000 | 3.56% |
| Mathes Company, Inc. | 8,180 | $905,000 | 0.48% |
| ASPIRIANT, LLC | 17,831 | $1,972,000 | 0.29% |
| Brinker Capital Investments, LLC | 65,000 | $7,189,000 | 0.28% |
| Investors Capital Advisory Services | 10,812 | $1,195,000 | 0.26% |
| Exchange Capital Management, Inc. | 4,872 | $539,000 | 0.25% |
| B. Riley Wealth Advisors, Inc. | 2,833 | $314,000 | 0.10% |
| Gemmer Asset Management LLC | 1,097 | $121,000 | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 11,572 | $1,280,000 | 0.08% |
| Opus Capital Group, LLC | 8,505 | $941,000 | 0.07% |