ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,744,920 | -9.6% | 46,607 | -6.3% | 0.00% | 0.0% |
| Q2 2023 | $3,037,602 | +5.8% | 49,732 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $2,871,794 | +0.8% | 50,909 | -5.9% | 0.00% | 0.0% |
| Q4 2022 | $2,848,424 | +4.7% | 54,111 | -1.7% | 0.00% | -50.0% |
| Q3 2022 | $2,720,000 | -7.7% | 55,068 | -2.9% | 0.00% | 0.0% |
| Q2 2022 | $2,947,000 | -19.1% | 56,714 | -2.2% | 0.00% | 0.0% |
| Q1 2022 | $3,645,000 | -4.9% | 58,002 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $3,834,000 | +11.5% | 57,726 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $3,440,000 | +0.1% | 56,678 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $3,435,000 | +7.4% | 56,554 | +296.6% | 0.00% | 0.0% |
| Q1 2021 | $3,198,000 | -4.3% | 14,260 | -7.5% | 0.00% | -33.3% |
| Q4 2020 | $3,341,000 | +9.1% | 15,411 | -1.9% | 0.00% | 0.0% |
| Q3 2020 | $3,062,000 | -3.1% | 15,702 | -13.3% | 0.00% | 0.0% |
| Q2 2020 | $3,160,000 | +21.3% | 18,107 | +1.8% | 0.00% | 0.0% |
| Q1 2020 | $2,606,000 | -24.0% | 17,779 | -4.3% | 0.00% | -25.0% |
| Q4 2019 | $3,428,000 | +1.7% | 18,580 | -7.5% | 0.00% | 0.0% |
| Q3 2019 | $3,372,000 | -7.6% | 20,078 | -9.1% | 0.00% | -20.0% |
| Q2 2019 | $3,648,000 | -4.1% | 22,091 | -7.1% | 0.01% | 0.0% |
| Q1 2019 | $3,804,000 | -77.0% | 23,774 | -79.5% | 0.01% | -80.8% |
| Q4 2018 | $16,537,000 | +3168.2% | 116,026 | +3758.5% | 0.03% | +2500.0% |
| Q3 2018 | $506,000 | -65.1% | 3,007 | -73.4% | 0.00% | -83.3% |
| Q3 2016 | $1,450,000 | +309.6% | 11,309 | +292.4% | 0.01% | +500.0% |
| Q2 2016 | $354,000 | +11.3% | 2,882 | +7.9% | 0.00% | 0.0% |
| Q1 2016 | $318,000 | -1.5% | 2,672 | -1.5% | 0.00% | 0.0% |
| Q4 2015 | $323,000 | +1.9% | 2,714 | -4.1% | 0.00% | -50.0% |
| Q3 2015 | $317,000 | -17.7% | 2,831 | -11.0% | 0.00% | 0.0% |
| Q2 2015 | $385,000 | -15.0% | 3,182 | -14.7% | 0.00% | 0.0% |
| Q1 2015 | $453,000 | +39.0% | 3,731 | +41.2% | 0.00% | -33.3% |
| Q4 2014 | $326,000 | +30.4% | 2,642 | +21.6% | 0.00% | 0.0% |
| Q3 2014 | $250,000 | +2.5% | 2,172 | +1.3% | 0.00% | 0.0% |
| Q2 2014 | $244,000 | +34.8% | 2,144 | +30.8% | 0.00% | +50.0% |
| Q1 2014 | $181,000 | +41.4% | 1,639 | +38.4% | 0.00% | +100.0% |
| Q4 2013 | $128,000 | +1063.6% | 1,184 | +1017.0% | 0.00% | – |
| Q3 2013 | $11,000 | – | 106 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 83,063 | $4,372,443 | 3.15% |
| Brand Asset Management Group, Inc. | 60,775 | $3,199,179 | 1.62% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,016,741 | 1.00% |
| Dentgroup LLC | 15,570 | $819,624 | 0.71% |
| Equitable Holdings, Inc. | 646,096 | $34,010,493 | 0.59% |
| Gladstone Institutional Advisory LLC | 111,594 | $5,874,308 | 0.42% |
| PACIFIC SUN FINANCIAL CORP | 9,060 | $476,918 | 0.34% |
| Ipsen Advisor Group LLC | 4,959 | $261,044 | 0.30% |
| West Coast Financial LLC | 32,756 | $1,724,302 | 0.29% |
| Red Tortoise LLC | 7,232 | $380,692 | 0.26% |