ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,826,287 | -2.5% | 98,925 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $5,974,052 | -7.2% | 97,807 | -14.3% | 0.00% | 0.0% |
| Q1 2023 | $6,434,914 | -1.4% | 114,074 | -8.0% | 0.00% | 0.0% |
| Q4 2022 | $6,525,623 | +10.6% | 123,967 | +3.8% | 0.00% | -33.3% |
| Q3 2022 | $5,901,000 | -6.8% | 119,479 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $6,333,000 | -20.0% | 121,896 | -3.2% | 0.00% | 0.0% |
| Q1 2022 | $7,912,000 | -6.4% | 125,887 | -1.1% | 0.00% | +50.0% |
| Q4 2021 | $8,451,000 | +1.2% | 127,253 | -7.5% | 0.00% | -33.3% |
| Q3 2021 | $8,350,000 | -0.4% | 137,577 | -0.4% | 0.00% | 0.0% |
| Q2 2021 | $8,386,000 | – | 138,065 | +294.2% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 35,025 | -6.1% | 0.00% | -100.0% |
| Q4 2020 | $8,091,000 | +7.9% | 37,320 | -2.9% | 0.00% | 0.0% |
| Q3 2020 | $7,496,000 | +16.5% | 38,440 | +4.3% | 0.00% | 0.0% |
| Q2 2020 | $6,434,000 | +17.5% | 36,864 | -1.3% | 0.00% | 0.0% |
| Q1 2020 | $5,475,000 | -63.9% | 37,352 | -54.5% | 0.00% | -40.0% |
| Q4 2019 | $15,149,000 | +62.3% | 82,119 | +47.8% | 0.01% | +25.0% |
| Q3 2019 | $9,333,000 | +30.9% | 55,572 | +28.7% | 0.00% | +33.3% |
| Q2 2019 | $7,128,000 | +10.2% | 43,165 | +6.8% | 0.00% | 0.0% |
| Q1 2019 | $6,470,000 | -50.0% | 40,432 | -55.5% | 0.00% | -50.0% |
| Q4 2018 | $12,939,000 | -16.1% | 90,779 | -0.9% | 0.01% | 0.0% |
| Q3 2018 | $15,416,000 | +10.9% | 91,589 | +1.4% | 0.01% | 0.0% |
| Q2 2018 | $13,897,000 | +4.5% | 90,305 | +4.1% | 0.01% | 0.0% |
| Q1 2018 | $13,303,000 | +10.6% | 86,772 | +14.6% | 0.01% | +20.0% |
| Q4 2017 | $12,032,000 | +7.5% | 75,719 | +2.0% | 0.01% | 0.0% |
| Q3 2017 | $11,189,000 | +22.0% | 74,251 | +18.5% | 0.01% | 0.0% |
| Q2 2017 | $9,168,000 | +43.0% | 62,633 | +38.6% | 0.01% | +66.7% |
| Q1 2017 | $6,411,000 | +2.5% | 45,198 | -4.1% | 0.00% | 0.0% |
| Q4 2016 | $6,256,000 | +6.4% | 47,153 | +2.9% | 0.00% | -25.0% |
| Q3 2016 | $5,879,000 | +3.9% | 45,841 | -0.6% | 0.00% | 0.0% |
| Q2 2016 | $5,659,000 | -4.9% | 46,095 | -7.7% | 0.00% | 0.0% |
| Q1 2016 | $5,950,000 | -24.0% | 49,966 | -24.0% | 0.00% | -20.0% |
| Q4 2015 | $7,825,000 | +13.4% | 65,720 | +6.6% | 0.01% | 0.0% |
| Q3 2015 | $6,898,000 | -34.2% | 61,653 | -28.9% | 0.01% | -28.6% |
| Q2 2015 | $10,487,000 | -0.4% | 86,774 | -0.0% | 0.01% | 0.0% |
| Q1 2015 | $10,534,000 | +43.9% | 86,811 | +46.5% | 0.01% | +40.0% |
| Q4 2014 | $7,320,000 | – | 59,259 | – | 0.01% | – |
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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% |