ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 123 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $181,870 | -3.6% | 3,088 | 0.0% | 0.02% | -7.7% |
Q2 2023 | $188,615 | +8.3% | 3,088 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $174,194 | +7.2% | 3,088 | 0.0% | 0.03% | +4.0% |
Q4 2022 | $162,552 | +6.2% | 3,088 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $153,000 | -4.4% | 3,088 | 0.0% | 0.02% | -3.8% |
Q2 2022 | $160,000 | -17.5% | 3,088 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $194,000 | +41.6% | 3,088 | +49.6% | 0.03% | +52.9% |
Q4 2021 | $137,000 | +9.6% | 2,064 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $125,000 | 0.0% | 2,064 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $125,000 | +7.8% | 2,064 | +300.0% | 0.02% | 0.0% |
Q1 2021 | $116,000 | +3.6% | 516 | 0.0% | 0.02% | -5.6% |
Q4 2020 | $112,000 | +10.9% | 516 | 0.0% | 0.02% | -5.3% |
Q3 2020 | $101,000 | +12.2% | 516 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $90,000 | +18.4% | 516 | 0.0% | 0.02% | -5.0% |
Q1 2020 | $76,000 | -20.0% | 516 | 0.0% | 0.02% | -9.1% |
Q4 2019 | $95,000 | – | 516 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Benchmark Wealth Management, LLC | 79,752 | $4,871,243 | 2.94% |
Brand Asset Management Group, Inc. | 58,991 | $3,603,151 | 1.72% |
Quantitative Strategies, Inc. | 40,862 | $2,495,851 | 1.68% |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,179,760 | 1.10% |
Dentgroup LLC | 15,669 | $957,060 | 0.69% |
Equitable Holdings, Inc. | 626,615 | $38,273,644 | 0.55% |
Gladstone Institutional Advisory LLC | 99,119 | $6,054,189 | 0.37% |
PACIFIC SUN FINANCIAL CORP | 8,920 | $503,177 | 0.34% |
FLAGSTAR ADVISORS INC | 12,421 | $758,677 | 0.28% |
Red Tortoise LLC | 7,281 | $444,706 | 0.28% |