ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,503 | -3.6% | 7,632 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $466,175 | +8.5% | 7,632 | +0.2% | 0.10% | +3.1% |
| Q1 2023 | $429,462 | +7.5% | 7,613 | +0.3% | 0.10% | +2.1% |
| Q4 2022 | $399,414 | +7.7% | 7,588 | +0.9% | 0.09% | +1.1% |
| Q3 2022 | $371,000 | -5.1% | 7,521 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $391,000 | -17.0% | 7,521 | +0.3% | 0.09% | -5.1% |
| Q1 2022 | $471,000 | -5.2% | 7,501 | +0.3% | 0.10% | +1.0% |
| Q4 2021 | $497,000 | +10.2% | 7,481 | +0.6% | 0.10% | +5.4% |
| Q3 2021 | $451,000 | -0.2% | 7,434 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $452,000 | +8.9% | 7,434 | +301.6% | 0.09% | +3.3% |
| Q1 2021 | $415,000 | +3.5% | 1,851 | 0.0% | 0.09% | -8.2% |
| Q4 2020 | $401,000 | +11.4% | 1,851 | +0.3% | 0.10% | -6.7% |
| Q3 2020 | $360,000 | +12.1% | 1,845 | +0.3% | 0.10% | +4.0% |
| Q2 2020 | $321,000 | +19.8% | 1,840 | +0.8% | 0.10% | 0.0% |
| Q1 2020 | $268,000 | -20.5% | 1,826 | 0.0% | 0.10% | -1.0% |
| Q4 2019 | $337,000 | +10.9% | 1,826 | +0.8% | 0.10% | -1.9% |
| Q3 2019 | $304,000 | +1.7% | 1,811 | 0.0% | 0.10% | -1.9% |
| Q2 2019 | $299,000 | -19.2% | 1,811 | -21.6% | 0.11% | -20.9% |
| Q1 2019 | $370,000 | +12.8% | 2,310 | +0.5% | 0.13% | -0.7% |
| Q4 2018 | $328,000 | -14.4% | 2,299 | +1.0% | 0.14% | +3.8% |
| Q3 2018 | $383,000 | +9.7% | 2,277 | +0.4% | 0.13% | +6.6% |
| Q2 2018 | $349,000 | +0.3% | 2,267 | 0.0% | 0.12% | -2.4% |
| Q1 2018 | $348,000 | -3.1% | 2,267 | +0.4% | 0.12% | -3.1% |
| Q4 2017 | $359,000 | +6.5% | 2,258 | +0.9% | 0.13% | +2.4% |
| Q3 2017 | $337,000 | +3.4% | 2,238 | +0.4% | 0.13% | 0.0% |
| Q2 2017 | $326,000 | +3.2% | 2,229 | 0.0% | 0.13% | +0.8% |
| Q1 2017 | $316,000 | +3.3% | 2,229 | -3.4% | 0.12% | -0.8% |
| Q4 2016 | $306,000 | 0.0% | 2,308 | -3.3% | 0.13% | -0.8% |
| Q3 2016 | $306,000 | +4.4% | 2,387 | 0.0% | 0.13% | 0.0% |
| Q2 2016 | $293,000 | -5.2% | 2,387 | -8.2% | 0.13% | -7.3% |
| Q1 2016 | $309,000 | +1.3% | 2,599 | +1.3% | 0.14% | -0.7% |
| Q4 2015 | $305,000 | +6.6% | 2,566 | +0.5% | 0.14% | +3.0% |
| Q3 2015 | $286,000 | -6.8% | 2,553 | +0.4% | 0.13% | -2.9% |
| Q2 2015 | $307,000 | 0.0% | 2,543 | +0.4% | 0.14% | -2.8% |
| Q1 2015 | $307,000 | +8.9% | 2,534 | +11.0% | 0.14% | 0.0% |
| Q4 2014 | $282,000 | – | 2,283 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 92,345 | $5,604,000 | 3.94% |
| Brand Asset Management Group, Inc. | 71,401 | $4,333,000 | 2.09% |
| Equitable Holdings, Inc. | 754,868 | $45,813,000 | 0.78% |
| West Coast Financial LLC | 45,770 | $2,778,000 | 0.45% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $567,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,466 | $514,000 | 0.30% |
| Red Tortoise LLC | 7,232 | $357,000 | 0.28% |
| Karn, Couzens & Associates, Inc. | 5,932 | $360,000 | 0.27% |
| Cadent Capital Advisors, LLC | 9,261 | $562,000 | 0.25% |
| FLAGSTAR ADVISORS INC | 10,889 | $661,000 | 0.22% |