ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q1 2021. 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% | – |
Download |
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% |