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 | $1,643,547 | -8.6% | 27,906 | -5.2% | 0.24% | -3.5% |
| Q2 2023 | $1,798,507 | +1.2% | 29,445 | -6.5% | 0.25% | -6.6% |
| Q1 2023 | $1,776,835 | +3.0% | 31,498 | -3.8% | 0.27% | -6.8% |
| Q4 2022 | $1,724,302 | -1.5% | 32,756 | -7.6% | 0.29% | -9.3% |
| Q3 2022 | $1,751,000 | -5.7% | 35,444 | -0.8% | 0.32% | -2.1% |
| Q2 2022 | $1,856,000 | -20.3% | 35,715 | -3.6% | 0.33% | -8.1% |
| Q1 2022 | $2,328,000 | -15.3% | 37,047 | -10.5% | 0.36% | -8.9% |
| Q4 2021 | $2,748,000 | -1.1% | 41,378 | -9.6% | 0.39% | -12.1% |
| Q3 2021 | $2,778,000 | -6.7% | 45,770 | -6.6% | 0.45% | -7.8% |
| Q2 2021 | $2,977,000 | +3.0% | 49,005 | +280.1% | 0.48% | -3.4% |
| Q1 2021 | $2,891,000 | -6.8% | 12,892 | -9.9% | 0.50% | -15.9% |
| Q4 2020 | $3,103,000 | -3.5% | 14,312 | -13.3% | 0.60% | -17.9% |
| Q3 2020 | $3,217,000 | -9.3% | 16,500 | -18.8% | 0.73% | -15.9% |
| Q2 2020 | $3,548,000 | +5.8% | 20,325 | -11.2% | 0.86% | -3.1% |
| Q1 2020 | $3,354,000 | -33.2% | 22,880 | -15.9% | 0.89% | -16.6% |
| Q4 2019 | $5,018,000 | -0.4% | 27,200 | -9.3% | 1.07% | -6.2% |
| Q3 2019 | $5,037,000 | -2.2% | 29,993 | -3.8% | 1.14% | -3.1% |
| Q2 2019 | $5,150,000 | +2.5% | 31,188 | -0.7% | 1.18% | -0.7% |
| Q1 2019 | $5,024,000 | +9.2% | 31,396 | -2.7% | 1.19% | -9.2% |
| Q4 2018 | $4,601,000 | -9.3% | 32,280 | +7.1% | 1.31% | +11.6% |
| Q3 2018 | $5,072,000 | +14.9% | 30,134 | +5.1% | 1.17% | -4.1% |
| Q2 2018 | $4,413,000 | -3.9% | 28,676 | -4.3% | 1.22% | -7.0% |
| Q1 2018 | $4,592,000 | -4.2% | 29,955 | -0.7% | 1.31% | -2.7% |
| Q4 2017 | $4,794,000 | +3.3% | 30,173 | -2.1% | 1.35% | +7.1% |
| Q3 2017 | $4,643,000 | +18.9% | 30,812 | +15.5% | 1.26% | +1.0% |
| Q2 2017 | $3,905,000 | +49.1% | 26,678 | +44.5% | 1.25% | +50.0% |
| Q1 2017 | $2,619,000 | +27.6% | 18,464 | +19.3% | 0.83% | +27.4% |
| Q4 2016 | $2,053,000 | +54.9% | 15,471 | +49.7% | 0.65% | +53.6% |
| Q3 2016 | $1,325,000 | +45.1% | 10,334 | +39.0% | 0.42% | +28.8% |
| Q2 2016 | $913,000 | +6.3% | 7,435 | +3.1% | 0.33% | -6.8% |
| Q1 2016 | $859,000 | +23.8% | 7,209 | +23.6% | 0.35% | +21.6% |
| Q4 2015 | $694,000 | +14.7% | 5,831 | +7.9% | 0.29% | +7.8% |
| Q3 2015 | $605,000 | -14.8% | 5,403 | -8.1% | 0.27% | -13.2% |
| Q2 2015 | $710,000 | -9.9% | 5,878 | -9.5% | 0.31% | -15.0% |
| Q1 2015 | $788,000 | +163.5% | 6,493 | +168.4% | 0.37% | +136.1% |
| Q4 2014 | $299,000 | – | 2,419 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 70,606 | $4,158,374 | 2.66% |
| Brand Asset Management Group, Inc. | 58,110 | $3,422,405 | 1.76% |
| Quantitative Strategies, Inc. | 34,761 | $2,047,270 | 1.38% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,137,568 | 1.14% |
| Dentgroup LLC | 15,669 | $922,833 | 0.68% |
| Equitable Holdings, Inc. | 561,856 | $33,090,846 | 0.48% |
| Gladstone Institutional Advisory LLC | 96,564 | $5,687,195 | 0.37% |
| Red Tortoise LLC | 7,281 | $428,802 | 0.29% |
| West Coast Financial LLC | 27,906 | $1,643,547 | 0.24% |
| CHAPIN DAVIS, INC. | 7,912 | $466,008 | 0.22% |