ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 67 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $722,060 | -3.6% | 12,260 | 0.0% | 0.21% | -5.3% |
| Q2 2023 | $748,841 | +8.3% | 12,260 | 0.0% | 0.22% | -1.3% |
| Q1 2023 | $691,587 | +7.2% | 12,260 | 0.0% | 0.23% | +1.8% |
| Q4 2022 | $645,366 | +6.5% | 12,260 | 0.0% | 0.22% | -1.3% |
| Q3 2022 | $606,000 | -4.9% | 12,260 | 0.0% | 0.23% | 0.0% |
| Q2 2022 | $637,000 | -17.4% | 12,260 | 0.0% | 0.23% | +0.9% |
| Q1 2022 | $771,000 | -5.3% | 12,260 | 0.0% | 0.22% | +2.3% |
| Q4 2021 | $814,000 | +9.4% | 12,260 | 0.0% | 0.22% | +0.5% |
| Q3 2021 | $744,000 | -0.1% | 12,260 | 0.0% | 0.22% | -3.1% |
| Q2 2021 | $745,000 | +8.4% | 12,260 | +300.0% | 0.23% | -4.6% |
| Q1 2021 | $687,000 | +3.3% | 3,065 | 0.0% | 0.24% | -1.7% |
| Q4 2020 | $665,000 | +24.3% | 3,065 | 0.0% | 0.24% | +3.9% |
| Q2 2020 | $535,000 | +19.2% | 3,065 | 0.0% | 0.23% | -0.9% |
| Q1 2020 | $449,000 | -20.5% | 3,065 | 0.0% | 0.23% | +0.4% |
| Q4 2019 | $565,000 | +9.7% | 3,065 | 0.0% | 0.23% | +2.6% |
| Q3 2019 | $515,000 | +1.8% | 3,065 | 0.0% | 0.23% | 0.0% |
| Q2 2019 | $506,000 | +3.3% | 3,065 | 0.0% | 0.23% | -8.1% |
| Q1 2019 | $490,000 | +12.1% | 3,065 | 0.0% | 0.25% | -8.2% |
| Q4 2018 | $437,000 | -15.3% | 3,065 | 0.0% | 0.27% | 0.0% |
| Q3 2018 | $516,000 | +9.3% | 3,065 | 0.0% | 0.27% | -2.5% |
| Q2 2018 | $472,000 | +0.4% | 3,065 | 0.0% | 0.28% | -2.8% |
| Q1 2018 | $470,000 | -7.1% | 3,065 | 0.0% | 0.28% | +6.0% |
| Q4 2017 | $506,000 | +7.0% | 3,065 | 0.0% | 0.27% | +3.5% |
| Q3 2017 | $473,000 | +5.3% | 3,065 | 0.0% | 0.26% | -4.8% |
| Q2 2017 | $449,000 | +3.2% | 3,065 | 0.0% | 0.27% | +3.8% |
| Q1 2017 | $435,000 | +5.1% | 3,065 | 0.0% | 0.26% | -2.2% |
| Q4 2016 | $414,000 | +5.9% | 3,065 | 0.0% | 0.27% | +5.5% |
| Q3 2016 | $391,000 | -15.2% | 3,065 | -18.4% | 0.25% | -18.3% |
| Q2 2016 | $461,000 | – | 3,755 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 90,594 | $6,016,000 | 3.89% |
| Brand Asset Management Group, Inc. | 71,037 | $4,718,000 | 2.12% |
| Dentgroup LLC | 15,338 | $1,019,000 | 0.96% |
| Equitable Holdings, Inc. | 690,178 | $45,834,000 | 0.72% |
| West Coast Financial LLC | 41,378 | $2,748,000 | 0.39% |
| Red Tortoise LLC | 7,232 | $480,000 | 0.33% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $620,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,290 | $551,000 | 0.29% |
| Karn, Couzens & Associates, Inc. | 5,932 | $394,000 | 0.27% |
| FLAGSTAR ADVISORS INC | 12,278 | $815,000 | 0.25% |