ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Good Life Advisors, LLC | 68,149 | $9,181,000 | 5.36% |
| Cornerstone Wealth Management, LLC | 43,449 | $5,791,000 | 1.86% |
| Greenwich Wealth Management LLC | 70,707 | $9,381,000 | 1.18% |
| Mathes Company, Inc. | 11,375 | $1,509,000 | 0.83% |
| Threshold Group LLC | 7,031 | $933,000 | 0.81% |
| West Coast Financial LLC | 15,471 | $2,053,000 | 0.65% |
| Strategic Wealth Partners Group, LLC | 9,759 | $1,295,000 | 0.61% |
| Crestwood Advisors Group, LLC | 35,091 | $4,656,000 | 0.45% |
| Liberty Capital Management, Inc. | 3,065 | $414,000 | 0.27% |
| Global Retirement Partners, LLC | 1,806 | $240,000 | 0.16% |