ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |