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 | $1,799,539 | +9.2% | 29,462 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $1,648,018 | +127.1% | 29,215 | +112.0% | 0.00% | – |
| Q4 2022 | $725,537 | +178.0% | 13,783 | +820.7% | 0.00% | – |
| Q2 2020 | $261,000 | -58.6% | 1,497 | -65.2% | 0.00% | -100.0% |
| Q1 2020 | $631,000 | +103.5% | 4,303 | +155.8% | 0.00% | – |
| Q4 2019 | $310,000 | -27.9% | 1,682 | -34.4% | 0.00% | -100.0% |
| Q3 2019 | $430,000 | -46.0% | 2,563 | -46.8% | 0.00% | 0.0% |
| Q2 2019 | $796,000 | +70.8% | 4,820 | +65.5% | 0.00% | 0.0% |
| Q1 2019 | $466,000 | +73.9% | 2,913 | +55.2% | 0.00% | 0.0% |
| Q4 2018 | $268,000 | -39.2% | 1,877 | -28.3% | 0.00% | 0.0% |
| Q3 2018 | $441,000 | -93.4% | 2,619 | -93.9% | 0.00% | -93.8% |
| Q2 2018 | $6,654,000 | +69.7% | 43,241 | +69.1% | 0.02% | +60.0% |
| Q1 2018 | $3,920,000 | -4.2% | 25,568 | -0.7% | 0.01% | -16.7% |
| Q4 2017 | $4,091,000 | -26.5% | 25,747 | -30.3% | 0.01% | -33.3% |
| Q3 2017 | $5,563,000 | +702.7% | 36,920 | +679.9% | 0.02% | +800.0% |
| Q2 2017 | $693,000 | -88.7% | 4,734 | -89.0% | 0.00% | -92.6% |
| Q1 2017 | $6,119,000 | +220.7% | 43,139 | +189.9% | 0.03% | +200.0% |
| Q3 2016 | $1,908,000 | +252.7% | 14,881 | +238.0% | 0.01% | +200.0% |
| Q2 2016 | $541,000 | +75.6% | 4,403 | +70.5% | 0.00% | +50.0% |
| Q1 2016 | $308,000 | -14.4% | 2,583 | -14.5% | 0.00% | 0.0% |
| Q4 2015 | $360,000 | -74.4% | 3,022 | -76.0% | 0.00% | -77.8% |
| Q3 2015 | $1,408,000 | -57.5% | 12,582 | -54.1% | 0.01% | -57.1% |
| Q2 2015 | $3,312,000 | +22.8% | 27,405 | +25.5% | 0.02% | +5.0% |
| Q4 2014 | $2,698,000 | – | 21,839 | – | 0.02% | – |
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% |