ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 134 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,108 | -24.5% | 7,218 | -21.7% | 0.00% | -25.0% |
| Q2 2023 | $563,158 | +11.5% | 9,220 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $505,264 | +4.0% | 8,957 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $485,972 | -2.2% | 9,232 | -8.3% | 0.00% | -33.3% |
| Q3 2022 | $497,000 | +25.5% | 10,072 | +32.3% | 0.01% | +20.0% |
| Q2 2022 | $396,000 | -8.3% | 7,615 | +10.9% | 0.01% | 0.0% |
| Q1 2022 | $432,000 | -9.8% | 6,867 | -4.7% | 0.01% | -16.7% |
| Q4 2021 | $479,000 | +7.2% | 7,207 | -2.1% | 0.01% | 0.0% |
| Q3 2021 | $447,000 | -9.1% | 7,362 | -9.2% | 0.01% | -14.3% |
| Q2 2021 | $492,000 | +7.0% | 8,108 | +295.1% | 0.01% | -30.0% |
| Q1 2021 | $460,000 | +2.4% | 2,052 | -0.9% | 0.01% | 0.0% |
| Q4 2020 | $449,000 | +11.1% | 2,071 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $404,000 | -56.7% | 2,071 | -61.3% | 0.01% | -56.0% |
| Q2 2020 | $933,000 | +20.2% | 5,346 | +0.9% | 0.02% | -3.8% |
| Q1 2020 | $776,000 | -20.7% | 5,296 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $978,000 | +9.2% | 5,296 | -0.6% | 0.03% | -3.7% |
| Q3 2019 | $896,000 | +1.9% | 5,326 | +0.6% | 0.03% | 0.0% |
| Q2 2019 | $879,000 | +2.6% | 5,296 | -1.2% | 0.03% | -3.6% |
| Q1 2019 | $857,000 | +3.9% | 5,361 | -7.2% | 0.03% | -12.5% |
| Q4 2018 | $825,000 | -1.7% | 5,774 | +16.0% | 0.03% | +10.3% |
| Q3 2018 | $839,000 | +20.2% | 4,979 | +9.7% | 0.03% | -17.1% |
| Q2 2018 | $698,000 | +1.5% | 4,539 | +0.9% | 0.04% | +16.7% |
| Q1 2018 | $688,000 | -13.7% | 4,499 | -10.3% | 0.03% | -9.1% |
| Q4 2017 | $797,000 | +7.6% | 5,016 | +2.1% | 0.03% | -2.9% |
| Q3 2017 | $741,000 | +2.9% | 4,911 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $720,000 | +7.9% | 4,911 | +4.6% | 0.03% | +6.2% |
| Q1 2017 | $667,000 | -12.8% | 4,693 | -18.4% | 0.03% | -20.0% |
| Q4 2016 | $765,000 | +65.6% | 5,752 | +59.7% | 0.04% | +122.2% |
| Q3 2016 | $462,000 | +30.1% | 3,601 | +24.8% | 0.02% | -14.3% |
| Q2 2016 | $355,000 | -19.1% | 2,885 | -21.6% | 0.02% | -22.2% |
| Q1 2016 | $439,000 | -6.2% | 3,682 | -6.3% | 0.03% | -10.0% |
| Q4 2015 | $468,000 | -18.0% | 3,930 | -23.0% | 0.03% | -23.1% |
| Q3 2015 | $571,000 | -9.4% | 5,105 | -2.0% | 0.04% | -2.5% |
| Q2 2015 | $630,000 | 0.0% | 5,209 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $630,000 | +3.4% | 5,209 | +5.7% | 0.04% | -7.0% |
| Q4 2014 | $609,000 | -3.2% | 4,927 | -9.7% | 0.04% | 0.0% |
| Q3 2014 | $629,000 | +1.5% | 5,455 | 0.0% | 0.04% | +4.9% |
| Q2 2014 | $620,000 | -8.6% | 5,455 | -10.9% | 0.04% | -16.3% |
| Q1 2014 | $678,000 | +26.5% | 6,121 | +23.1% | 0.05% | +19.5% |
| Q4 2013 | $536,000 | +15.0% | 4,971 | +5.7% | 0.04% | +2.5% |
| Q3 2013 | $466,000 | +20.4% | 4,705 | +17.2% | 0.04% | +5.3% |
| Q2 2013 | $387,000 | +80.8% | 4,016 | +73.8% | 0.04% | +72.7% |
| Q1 2013 | $214,000 | – | 2,311 | – | 0.02% | – |
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% |