ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 64 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $706,492 | -3.2% | 11,996 | +0.4% | 0.00% | -50.0% |
| Q2 2023 | $729,772 | -6.5% | 11,948 | -13.6% | 0.00% | +100.0% |
| Q1 2023 | $780,150 | +10.7% | 13,830 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $704,850 | +7.0% | 13,390 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $659,000 | +4.9% | 13,343 | +10.4% | 0.00% | 0.0% |
| Q2 2022 | $628,000 | -17.2% | 12,089 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $758,000 | -5.1% | 12,059 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $799,000 | +248.9% | 12,028 | +536.1% | 0.00% | -33.3% |
| Q1 2015 | $229,000 | – | 1,891 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 93,251 | $5,664,000 | 3.89% |
| Brand Asset Management Group, Inc. | 72,948 | $4,431,000 | 2.15% |
| Equitable Holdings, Inc. | 781,559 | $47,471,000 | 0.82% |
| West Coast Financial LLC | 49,005 | $2,977,000 | 0.48% |
| LANDAAS & CO /WI /ADV | 8,461 | $514,000 | 0.29% |
| Karn, Couzens & Associates, Inc. | 5,932 | $360,000 | 0.28% |
| Liberty Capital Management, Inc. | 12,260 | $745,000 | 0.23% |
| Cadent Capital Advisors, LLC | 8,101 | $492,000 | 0.20% |
| J.W. COLE ADVISORS, INC. | 38,252 | $2,323,000 | 0.18% |
| SeaCrest Wealth Management, LLC | 21,995 | $1,336,000 | 0.16% |