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 | $969,294 | -5.0% | 16,458 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $1,019,843 | +8.2% | 16,697 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $942,391 | +106025.1% | 16,706 | -1.0% | 0.01% | – |
| Q4 2022 | $888 | -99.9% | 16,878 | -1.2% | 0.00% | -100.0% |
| Q3 2022 | $844,000 | -6.1% | 17,084 | -1.2% | 0.01% | +25.0% |
| Q2 2022 | $899,000 | -17.7% | 17,293 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $1,093,000 | -10.5% | 17,384 | -5.5% | 0.01% | -11.1% |
| Q4 2021 | $1,221,000 | +4.0% | 18,392 | -4.9% | 0.01% | +28.6% |
| Q3 2021 | $1,174,000 | -1.4% | 19,339 | -1.4% | 0.01% | -30.0% |
| Q2 2021 | $1,191,000 | +4.7% | 19,609 | +286.8% | 0.01% | -9.1% |
| Q1 2021 | $1,137,000 | -5.8% | 5,070 | -8.9% | 0.01% | -15.4% |
| Q4 2020 | $1,207,000 | +3.3% | 5,567 | -7.0% | 0.01% | -13.3% |
| Q3 2020 | $1,168,000 | -11.7% | 5,988 | -21.0% | 0.02% | -16.7% |
| Q2 2020 | $1,323,000 | +4.5% | 7,581 | -12.2% | 0.02% | -21.7% |
| Q1 2020 | $1,266,000 | -34.2% | 8,634 | -17.2% | 0.02% | -23.3% |
| Q4 2019 | $1,923,000 | +5.4% | 10,426 | -4.0% | 0.03% | +7.1% |
| Q3 2019 | $1,824,000 | -17.3% | 10,862 | -18.6% | 0.03% | -30.0% |
| Q2 2019 | $2,205,000 | +1.1% | 13,352 | -2.1% | 0.04% | -7.0% |
| Q1 2019 | $2,182,000 | -4.2% | 13,635 | -14.6% | 0.04% | -21.8% |
| Q4 2018 | $2,277,000 | -31.1% | 15,975 | -18.6% | 0.06% | -19.1% |
| Q3 2018 | $3,303,000 | +144.5% | 19,625 | +124.2% | 0.07% | +209.1% |
| Q2 2018 | $1,351,000 | -71.2% | 8,753 | -71.4% | 0.02% | -88.0% |
| Q1 2018 | $4,687,000 | +166.0% | 30,572 | +181.5% | 0.18% | +147.3% |
| Q4 2017 | $1,762,000 | -75.7% | 10,861 | -77.3% | 0.07% | -58.7% |
| Q3 2017 | $7,257,000 | +15.2% | 47,819 | +11.2% | 0.18% | +5.3% |
| Q2 2017 | $6,300,000 | +46.3% | 43,022 | +41.6% | 0.17% | +41.7% |
| Q1 2017 | $4,306,000 | +185.2% | 30,384 | +171.1% | 0.12% | +144.9% |
| Q4 2016 | $1,510,000 | +15.6% | 11,207 | +9.4% | 0.05% | -7.5% |
| Q3 2016 | $1,306,000 | +9.1% | 10,245 | +5.0% | 0.05% | +10.4% |
| Q2 2016 | $1,197,000 | +3.6% | 9,756 | +0.6% | 0.05% | -14.3% |
| Q1 2016 | $1,155,000 | +31.8% | 9,696 | +31.8% | 0.06% | +33.3% |
| Q4 2015 | $876,000 | +223.2% | 7,354 | +203.6% | 0.04% | +180.0% |
| Q3 2015 | $271,000 | +12.4% | 2,422 | +21.5% | 0.02% | +36.4% |
| Q2 2015 | $241,000 | -33.2% | 1,993 | -33.1% | 0.01% | -47.6% |
| Q1 2015 | $361,000 | -6.0% | 2,977 | -4.3% | 0.02% | -16.0% |
| Q4 2014 | $384,000 | -17.6% | 3,112 | -23.0% | 0.02% | -21.9% |
| Q3 2014 | $466,000 | -5.7% | 4,044 | -6.9% | 0.03% | -23.8% |
| Q2 2014 | $494,000 | +35.7% | 4,342 | +32.0% | 0.04% | +10.5% |
| Q1 2014 | $364,000 | +7.1% | 3,289 | +4.2% | 0.04% | 0.0% |
| Q4 2013 | $340,000 | – | 3,156 | – | 0.04% | – |
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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% |