ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $30,000 | -3.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -18.4% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -5.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | +11.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $36,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $36,000 | +5.9% | 600 | +300.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +3.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +13.8% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | +11.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +18.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -21.4% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +12.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | – | 150 | – | 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% |