ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,963,631 | -2.8% | 152,195 | +0.8% | 0.10% | -4.8% |
| Q2 2023 | $9,219,111 | +9.2% | 150,935 | +0.8% | 0.10% | +1.9% |
| Q1 2023 | $8,444,370 | +8.8% | 149,696 | +1.5% | 0.10% | -1.0% |
| Q4 2022 | $7,763,547 | +14.9% | 147,484 | +7.8% | 0.10% | 0.0% |
| Q3 2022 | $6,757,000 | -3.2% | 136,816 | +1.9% | 0.10% | -1.0% |
| Q2 2022 | $6,977,000 | -13.7% | 134,279 | +4.4% | 0.10% | -5.4% |
| Q1 2022 | $8,089,000 | +0.3% | 128,679 | +5.9% | 0.11% | -9.0% |
| Q4 2021 | $8,068,000 | +9.6% | 121,483 | +0.2% | 0.12% | -0.8% |
| Q3 2021 | $7,363,000 | +2.1% | 121,253 | +2.2% | 0.12% | -6.1% |
| Q2 2021 | $7,212,000 | +13.7% | 118,609 | +319.3% | 0.13% | -3.7% |
| Q1 2021 | $6,345,000 | +44.8% | 28,290 | +39.8% | 0.14% | +30.8% |
| Q4 2020 | $4,382,000 | -82.9% | 20,230 | -84.6% | 0.10% | -74.6% |
| Q3 2020 | $25,577,000 | +627.2% | 131,099 | +550.2% | 0.41% | +305.9% |
| Q2 2020 | $3,517,000 | +27.2% | 20,164 | +6.9% | 0.10% | +21.7% |
| Q1 2020 | $2,765,000 | +5.0% | 18,868 | +32.1% | 0.08% | +36.1% |
| Q4 2019 | $2,634,000 | +34.5% | 14,280 | +22.6% | 0.06% | -22.8% |
| Q3 2019 | $1,959,000 | +15.6% | 11,648 | +13.6% | 0.08% | +5.3% |
| Q2 2019 | $1,694,000 | +5.8% | 10,256 | +2.5% | 0.08% | -11.8% |
| Q1 2019 | $1,601,000 | +11.5% | 10,004 | -0.6% | 0.08% | -64.7% |
| Q4 2018 | $1,436,000 | – | 10,064 | – | 0.24% | – |
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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% |