ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 123 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $348,760 | +8.3% | 5,710 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $322,094 | +14.3% | 5,710 | +6.7% | 0.00% | -50.0% |
| Q4 2022 | $281,729 | +19.9% | 5,352 | +12.6% | 0.00% | -33.3% |
| Q3 2022 | $235,000 | -4.9% | 4,752 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $247,000 | -35.7% | 4,752 | -22.3% | 0.00% | -50.0% |
| Q1 2022 | $384,000 | -5.4% | 6,116 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $406,000 | +9.4% | 6,116 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $371,000 | -15.1% | 6,116 | -14.9% | 0.01% | -20.0% |
| Q2 2021 | $437,000 | +8.4% | 7,188 | +300.0% | 0.01% | 0.0% |
| Q1 2021 | $403,000 | +3.3% | 1,797 | 0.0% | 0.01% | -23.1% |
| Q4 2020 | $390,000 | – | 1,797 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Good Life Advisors, LLC | 68,149 | $9,181,000 | 5.36% |
| Cornerstone Wealth Management, LLC | 43,449 | $5,791,000 | 1.86% |
| Greenwich Wealth Management LLC | 70,707 | $9,381,000 | 1.18% |
| Mathes Company, Inc. | 11,375 | $1,509,000 | 0.83% |
| Threshold Group LLC | 7,031 | $933,000 | 0.81% |
| West Coast Financial LLC | 15,471 | $2,053,000 | 0.65% |
| Strategic Wealth Partners Group, LLC | 9,759 | $1,295,000 | 0.61% |
| Crestwood Advisors Group, LLC | 35,091 | $4,656,000 | 0.45% |
| Liberty Capital Management, Inc. | 3,065 | $414,000 | 0.27% |
| Global Retirement Partners, LLC | 1,806 | $240,000 | 0.16% |