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 | $334,998 | -3.6% | 5,688 | 0.0% | 0.14% | +0.7% |
| Q2 2023 | $347,423 | +8.3% | 5,688 | 0.0% | 0.13% | +4.7% |
| Q1 2023 | $320,860 | +17.3% | 5,688 | +9.5% | 0.13% | +21.9% |
| Q4 2022 | $273,517 | +6.4% | 5,196 | 0.0% | 0.10% | +8.2% |
| Q3 2022 | $257,000 | -4.8% | 5,196 | 0.0% | 0.10% | +54.0% |
| Q2 2022 | $270,000 | -17.4% | 5,196 | 0.0% | 0.06% | -10.0% |
| Q1 2022 | $327,000 | -5.2% | 5,196 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $345,000 | +9.5% | 5,196 | 0.0% | 0.07% | +7.6% |
| Q3 2021 | $315,000 | -0.3% | 5,196 | 0.0% | 0.07% | +3.1% |
| Q2 2021 | $316,000 | +8.6% | 5,196 | +300.0% | 0.06% | +3.2% |
| Q1 2021 | $291,000 | +3.2% | 1,299 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $282,000 | +11.5% | 1,299 | 0.0% | 0.06% | +7.0% |
| Q3 2020 | $253,000 | +11.5% | 1,299 | 0.0% | 0.06% | +9.6% |
| Q2 2020 | $227,000 | -5.4% | 1,299 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $240,000 | +10.1% | 1,299 | 0.0% | 0.05% | +6.1% |
| Q3 2019 | $218,000 | +1.4% | 1,299 | 0.0% | 0.05% | +36.1% |
| Q2 2019 | $215,000 | +3.4% | 1,299 | 0.0% | 0.04% | +2.9% |
| Q1 2019 | $208,000 | – | 1,299 | – | 0.04% | – |
Download | ||||||
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% |