ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,604,175 | -5.8% | 27,238 | -2.3% | 0.12% | -2.5% |
| Q2 2023 | $1,702,520 | +3.9% | 27,874 | -4.0% | 0.12% | +3.4% |
| Q1 2023 | $1,638,124 | -5.9% | 29,040 | -12.2% | 0.12% | -12.7% |
| Q4 2022 | $1,741,310 | +3.3% | 33,079 | -3.1% | 0.13% | -5.0% |
| Q3 2022 | $1,686,000 | -6.3% | 34,127 | -1.5% | 0.14% | -2.1% |
| Q2 2022 | $1,800,000 | -21.6% | 34,652 | -5.1% | 0.14% | -6.5% |
| Q1 2022 | $2,295,000 | -6.9% | 36,522 | -1.6% | 0.15% | -3.8% |
| Q4 2021 | $2,464,000 | +6.1% | 37,102 | -3.0% | 0.16% | -12.6% |
| Q2 2021 | $2,323,000 | +8.0% | 38,252 | +299.0% | 0.18% | -11.6% |
| Q1 2021 | $2,150,000 | +1.5% | 9,588 | -1.9% | 0.21% | -5.9% |
| Q4 2020 | $2,119,000 | +18.4% | 9,773 | -4.6% | 0.22% | -18.2% |
| Q2 2020 | $1,789,000 | -8.9% | 10,248 | -3.8% | 0.27% | +8.5% |
| Q4 2019 | $1,964,000 | – | 10,648 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 92,345 | $5,604,000 | 3.94% |
| Brand Asset Management Group, Inc. | 71,401 | $4,333,000 | 2.09% |
| Equitable Holdings, Inc. | 754,868 | $45,813,000 | 0.78% |
| West Coast Financial LLC | 45,770 | $2,778,000 | 0.45% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $567,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,466 | $514,000 | 0.30% |
| Red Tortoise LLC | 7,232 | $357,000 | 0.28% |
| Karn, Couzens & Associates, Inc. | 5,932 | $360,000 | 0.27% |
| Cadent Capital Advisors, LLC | 9,261 | $562,000 | 0.25% |
| FLAGSTAR ADVISORS INC | 10,889 | $661,000 | 0.22% |