ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. 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 | 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% |