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 | $421,034 | -4.8% | 7,149 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $442,278 | +8.5% | 7,241 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $407,447 | +7.8% | 7,223 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $378,119 | +10.9% | 7,183 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $341,000 | -5.0% | 6,900 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $359,000 | -17.3% | 6,900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $434,000 | -5.2% | 6,900 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $458,000 | -8.8% | 6,899 | -16.6% | 0.00% | 0.0% |
| Q3 2021 | $502,000 | +22.1% | 8,272 | +22.1% | 0.00% | 0.0% |
| Q2 2021 | $411,000 | -5.7% | 6,774 | +248.3% | 0.00% | 0.0% |
| Q1 2021 | $436,000 | +3.3% | 1,945 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $422,000 | +17.5% | 1,945 | +5.8% | 0.00% | 0.0% |
| Q3 2020 | $359,000 | -10.5% | 1,839 | -19.9% | 0.00% | 0.0% |
| Q2 2020 | $401,000 | +19.3% | 2,295 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $336,000 | -19.8% | 2,295 | +1.0% | 0.00% | 0.0% |
| Q4 2019 | $419,000 | +9.7% | 2,273 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $382,000 | +1.9% | 2,273 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $375,000 | +3.0% | 2,273 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $364,000 | +52.3% | 2,273 | +35.9% | 0.00% | 0.0% |
| Q4 2018 | $239,000 | -18.2% | 1,673 | -3.6% | 0.00% | 0.0% |
| Q3 2018 | $292,000 | +13.2% | 1,736 | +3.8% | 0.00% | 0.0% |
| Q2 2018 | $258,000 | +0.4% | 1,673 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $257,000 | -9.8% | 1,673 | -6.7% | 0.00% | 0.0% |
| Q4 2017 | $285,000 | +17.3% | 1,794 | +11.3% | 0.00% | 0.0% |
| Q3 2017 | $243,000 | -20.1% | 1,612 | -22.4% | 0.00% | -50.0% |
| Q2 2017 | $304,000 | +12.2% | 2,076 | +8.6% | 0.00% | +100.0% |
| Q1 2017 | $271,000 | +6.7% | 1,912 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $254,000 | +3.7% | 1,912 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $245,000 | -8.2% | 1,912 | -12.1% | 0.00% | 0.0% |
| Q2 2016 | $267,000 | +12.7% | 2,175 | +9.5% | 0.00% | 0.0% |
| Q1 2016 | $237,000 | +0.4% | 1,986 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $236,000 | +1.3% | 1,986 | -4.7% | 0.00% | 0.0% |
| Q3 2015 | $233,000 | -12.4% | 2,085 | -5.1% | 0.00% | 0.0% |
| Q1 2015 | $266,000 | +8.6% | 2,196 | +10.6% | 0.00% | -33.3% |
| Q4 2014 | $245,000 | +29.6% | 1,986 | +21.0% | 0.00% | +50.0% |
| Q3 2014 | $189,000 | +4.4% | 1,642 | +3.3% | 0.00% | 0.0% |
| Q2 2014 | $181,000 | -23.6% | 1,589 | -26.0% | 0.00% | -50.0% |
| Q1 2014 | $237,000 | +38.6% | 2,146 | +35.1% | 0.00% | +33.3% |
| Q4 2013 | $171,000 | -6.0% | 1,588 | -13.6% | 0.00% | -25.0% |
| Q3 2013 | $182,000 | +6.4% | 1,838 | +3.7% | 0.00% | 0.0% |
| Q2 2013 | $171,000 | – | 1,773 | – | 0.00% | – |
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% |