ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,824,860 | +5.2% | 30,985 | +9.1% | 0.00% | 0.0% |
| Q2 2023 | $1,734,102 | +3.1% | 28,391 | -4.8% | 0.00% | 0.0% |
| Q1 2023 | $1,682,305 | +6.9% | 29,823 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $1,573,860 | -4.3% | 29,899 | -10.2% | 0.00% | -25.0% |
| Q3 2022 | $1,644,000 | -8.2% | 33,289 | -3.4% | 0.00% | 0.0% |
| Q2 2022 | $1,791,000 | -20.9% | 34,464 | -4.4% | 0.00% | 0.0% |
| Q1 2022 | $2,265,000 | -8.4% | 36,036 | -3.2% | 0.00% | -20.0% |
| Q4 2021 | $2,474,000 | +8.6% | 37,245 | -0.8% | 0.01% | 0.0% |
| Q3 2021 | $2,278,000 | -0.9% | 37,540 | -0.8% | 0.01% | 0.0% |
| Q2 2021 | $2,298,000 | +5.8% | 37,828 | +290.7% | 0.01% | 0.0% |
| Q1 2021 | $2,172,000 | +35.3% | 9,682 | +30.8% | 0.01% | +25.0% |
| Q4 2020 | $1,605,000 | +8.8% | 7,402 | -2.2% | 0.00% | 0.0% |
| Q3 2020 | $1,475,000 | +26.8% | 7,566 | +13.6% | 0.00% | 0.0% |
| Q2 2020 | $1,163,000 | -37.3% | 6,661 | -47.4% | 0.00% | -50.0% |
| Q1 2020 | $1,856,000 | -32.2% | 12,661 | -14.7% | 0.01% | -11.1% |
| Q4 2019 | $2,739,000 | -28.7% | 14,849 | -35.1% | 0.01% | -35.7% |
| Q3 2019 | $3,842,000 | -8.3% | 22,877 | -9.9% | 0.01% | -12.5% |
| Q2 2019 | $4,192,000 | +2.1% | 25,381 | -1.1% | 0.02% | -5.9% |
| Q1 2019 | $4,106,000 | +11.9% | 25,661 | -0.3% | 0.02% | -10.5% |
| Q4 2018 | $3,669,000 | -8.3% | 25,739 | +8.3% | 0.02% | +5.6% |
| Q3 2018 | $3,999,000 | +14.2% | 23,761 | +4.4% | 0.02% | 0.0% |
| Q2 2018 | $3,502,000 | +24.9% | 22,755 | +24.4% | 0.02% | +12.5% |
| Q1 2018 | $2,804,000 | -11.6% | 18,289 | -8.4% | 0.02% | -20.0% |
| Q4 2017 | $3,172,000 | +13.2% | 19,964 | +7.3% | 0.02% | +11.1% |
| Q3 2017 | $2,803,000 | +3.1% | 18,601 | +0.1% | 0.02% | -5.3% |
| Q2 2017 | $2,719,000 | +1.6% | 18,574 | -1.5% | 0.02% | -5.0% |
| Q1 2017 | $2,675,000 | +7.2% | 18,857 | +0.2% | 0.02% | -4.8% |
| Q4 2016 | $2,496,000 | +2.7% | 18,810 | -0.8% | 0.02% | -4.5% |
| Q3 2016 | $2,431,000 | +7.3% | 18,960 | +2.8% | 0.02% | 0.0% |
| Q2 2016 | $2,265,000 | -2.5% | 18,449 | -5.4% | 0.02% | -18.5% |
| Q1 2016 | $2,322,000 | -51.0% | 19,499 | -51.0% | 0.03% | -51.8% |
| Q4 2015 | $4,743,000 | +85.6% | 39,831 | +74.5% | 0.06% | +30.2% |
| Q3 2015 | $2,555,000 | +83.4% | 22,832 | +99.0% | 0.04% | -36.8% |
| Q1 2015 | $1,393,000 | -1.7% | 11,476 | +0.0% | 0.07% | -6.8% |
| Q4 2014 | $1,417,000 | +9.1% | 11,473 | +1.7% | 0.07% | +4.3% |
| Q3 2014 | $1,299,000 | +1.2% | 11,279 | +0.0% | 0.07% | -7.9% |
| Q2 2014 | $1,284,000 | +0.3% | 11,275 | -2.6% | 0.08% | +1.3% |
| Q1 2014 | $1,280,000 | +2.2% | 11,572 | -0.4% | 0.08% | -2.6% |
| Q4 2013 | $1,253,000 | +7.2% | 11,618 | -1.3% | 0.08% | 0.0% |
| Q3 2013 | $1,169,000 | -25.0% | 11,774 | -27.2% | 0.08% | +67.4% |
| Q2 2013 | $1,559,000 | – | 16,180 | – | 0.05% | – |
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% |