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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |