ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,482 | -3.6% | 5,051 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $308,515 | +11.2% | 5,051 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $277,481 | +5.7% | 4,919 | -1.4% | 0.01% | 0.0% |
| Q4 2022 | $262,516 | +5.0% | 4,987 | -1.6% | 0.01% | -28.6% |
| Q3 2022 | $250,000 | -3.5% | 5,067 | +1.7% | 0.01% | +16.7% |
| Q2 2022 | $259,000 | -28.5% | 4,980 | -13.6% | 0.01% | -14.3% |
| Q1 2022 | $362,000 | -9.0% | 5,764 | -3.7% | 0.01% | -12.5% |
| Q4 2021 | $398,000 | +8.4% | 5,988 | -1.0% | 0.01% | +14.3% |
| Q3 2021 | $367,000 | -0.3% | 6,048 | -0.1% | 0.01% | -22.2% |
| Q2 2021 | $368,000 | +8.2% | 6,056 | +300.0% | 0.01% | 0.0% |
| Q1 2021 | $340,000 | +4.6% | 1,514 | +0.9% | 0.01% | -10.0% |
| Q4 2020 | $325,000 | +7.6% | 1,500 | -3.2% | 0.01% | -9.1% |
| Q3 2020 | $302,000 | +14.0% | 1,549 | +2.1% | 0.01% | 0.0% |
| Q2 2020 | $265,000 | +15.2% | 1,517 | -3.3% | 0.01% | -8.3% |
| Q1 2020 | $230,000 | -37.3% | 1,568 | -21.4% | 0.01% | -25.0% |
| Q4 2019 | $367,000 | +10.5% | 1,994 | +2.1% | 0.02% | +6.7% |
| Q3 2019 | $332,000 | +1.8% | 1,953 | -0.7% | 0.02% | +7.1% |
| Q2 2019 | $326,000 | -45.1% | 1,966 | -47.2% | 0.01% | -53.3% |
| Q1 2019 | $594,000 | +10.2% | 3,724 | -2.6% | 0.03% | -3.2% |
| Q4 2018 | $539,000 | -76.6% | 3,824 | -73.5% | 0.03% | -78.0% |
| Q4 2017 | $2,306,000 | +16.8% | 14,446 | +9.8% | 0.14% | +18.5% |
| Q3 2017 | $1,974,000 | +14.8% | 13,159 | +11.7% | 0.12% | +10.2% |
| Q2 2017 | $1,720,000 | +2.3% | 11,778 | -0.9% | 0.11% | -3.6% |
| Q1 2017 | $1,681,000 | -0.6% | 11,882 | -6.2% | 0.11% | -11.8% |
| Q4 2016 | $1,691,000 | +3.4% | 12,662 | -0.5% | 0.13% | +1.6% |
| Q3 2016 | $1,636,000 | -25.0% | 12,732 | -28.0% | 0.12% | -26.0% |
| Q2 2016 | $2,180,000 | -22.0% | 17,685 | -24.4% | 0.17% | -27.8% |
| Q1 2016 | $2,795,000 | +66.3% | 23,386 | +66.7% | 0.23% | +64.8% |
| Q4 2015 | $1,681,000 | +674.7% | 14,031 | +615.1% | 0.14% | +576.2% |
| Q3 2015 | $217,000 | -59.4% | 1,962 | -55.9% | 0.02% | -54.3% |
| Q2 2015 | $535,000 | -29.9% | 4,448 | -29.5% | 0.05% | -34.3% |
| Q1 2015 | $763,000 | -19.8% | 6,310 | -17.7% | 0.07% | -24.7% |
| Q4 2014 | $951,000 | +78.1% | 7,667 | +65.3% | 0.09% | +126.8% |
| Q3 2014 | $534,000 | -6.5% | 4,638 | -7.4% | 0.04% | -35.9% |
| Q2 2014 | $571,000 | +25.8% | 5,011 | +22.4% | 0.06% | +3.2% |
| Q1 2014 | $454,000 | +3.7% | 4,095 | +1.5% | 0.06% | -4.6% |
| Q4 2013 | $438,000 | +11.5% | 4,036 | +0.6% | 0.06% | -7.1% |
| Q3 2013 | $393,000 | +9.8% | 4,013 | +7.7% | 0.07% | -6.7% |
| Q2 2013 | $358,000 | – | 3,725 | – | 0.08% | – |
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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% |