ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,444 | -6.7% | 4,823 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $299,459 | +9.5% | 4,823 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $273,560 | -0.9% | 4,823 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $276,164 | +9.6% | 4,823 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $252,000 | -8.0% | 4,823 | 0.0% | 0.02% | -10.0% |
| Q2 2022 | $274,000 | +5.4% | 4,823 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $260,000 | -11.6% | 4,823 | +0.3% | 0.02% | -4.8% |
| Q4 2021 | $294,000 | -6.4% | 4,808 | +0.4% | 0.02% | -4.5% |
| Q3 2021 | $314,000 | -47.3% | 4,791 | -49.8% | 0.02% | 0.0% |
| Q2 2021 | $596,000 | +111.3% | 9,548 | +100.5% | 0.02% | -4.3% |
| Q1 2021 | $282,000 | +7.6% | 4,761 | +301.1% | 0.02% | -8.0% |
| Q4 2020 | $262,000 | +13.9% | 1,187 | +0.3% | 0.02% | -7.4% |
| Q3 2020 | $230,000 | +6.0% | 1,183 | +0.3% | 0.03% | 0.0% |
| Q2 2020 | $217,000 | – | 1,179 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 83,063 | $4,372,443 | 3.15% |
| Brand Asset Management Group, Inc. | 60,775 | $3,199,179 | 1.62% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,016,741 | 1.00% |
| Dentgroup LLC | 15,570 | $819,624 | 0.71% |
| Equitable Holdings, Inc. | 646,096 | $34,010,493 | 0.59% |
| Gladstone Institutional Advisory LLC | 111,594 | $5,874,308 | 0.42% |
| PACIFIC SUN FINANCIAL CORP | 9,060 | $476,918 | 0.34% |
| Ipsen Advisor Group LLC | 4,959 | $261,044 | 0.30% |
| West Coast Financial LLC | 32,756 | $1,724,302 | 0.29% |
| Red Tortoise LLC | 7,232 | $380,692 | 0.26% |