ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $998,000 | +79.8% | 16,932 | +85.9% | 0.00% | +100.0% |
| Q2 2023 | $555,000 | +8.2% | 9,108 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $513,000 | +7.3% | 9,108 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $478,000 | +9.9% | 9,108 | +3.4% | 0.00% | 0.0% |
| Q3 2022 | $435,000 | -4.8% | 8,808 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $457,000 | -17.5% | 8,808 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $554,000 | -19.8% | 8,808 | -15.4% | 0.00% | -50.0% |
| Q4 2021 | $691,000 | +26.6% | 10,410 | +15.9% | 0.00% | +100.0% |
| Q3 2021 | $546,000 | -27.3% | 8,984 | +91.0% | 0.00% | -80.0% |
| Q1 2019 | $751,000 | +10.8% | 4,703 | -0.7% | 0.01% | 0.0% |
| Q4 2018 | $678,000 | -28.9% | 4,737 | -16.2% | 0.01% | -28.6% |
| Q3 2018 | $953,000 | +10.2% | 5,654 | +0.6% | 0.01% | 0.0% |
| Q2 2018 | $865,000 | -7.3% | 5,622 | -7.6% | 0.01% | -12.5% |
| Q1 2018 | $933,000 | -4.1% | 6,086 | -0.8% | 0.01% | 0.0% |
| Q4 2017 | $973,000 | -72.9% | 6,134 | -74.3% | 0.01% | -74.2% |
| Q3 2017 | $3,592,000 | +282.5% | 23,855 | +272.2% | 0.03% | +287.5% |
| Q2 2017 | $939,000 | -4.2% | 6,410 | -7.5% | 0.01% | -11.1% |
| Q1 2017 | $980,000 | +10.6% | 6,928 | +3.9% | 0.01% | -10.0% |
| Q4 2016 | $886,000 | +29.9% | 6,670 | +24.9% | 0.01% | +25.0% |
| Q3 2016 | $682,000 | +100.6% | 5,341 | +92.5% | 0.01% | +100.0% |
| Q2 2016 | $340,000 | +28.8% | 2,774 | +25.1% | 0.00% | +33.3% |
| Q4 2015 | $264,000 | +1.1% | 2,218 | -5.2% | 0.00% | 0.0% |
| Q3 2015 | $261,000 | -26.7% | 2,340 | -20.7% | 0.00% | -50.0% |
| Q2 2015 | $356,000 | -18.9% | 2,949 | -18.6% | 0.01% | -14.3% |
| Q1 2015 | $439,000 | +14.6% | 3,621 | +16.7% | 0.01% | +16.7% |
| Q4 2014 | $383,000 | +31.2% | 3,102 | +22.5% | 0.01% | +20.0% |
| Q3 2014 | $292,000 | +16.3% | 2,532 | +14.9% | 0.01% | +25.0% |
| Q2 2014 | $251,000 | – | 2,204 | – | 0.00% | – |
Download | ||||||
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% |