ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 131 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,047 | -6.6% | 5,756 | -3.2% | 0.04% | -2.3% |
| Q2 2023 | $363,105 | -48.7% | 5,944 | -52.6% | 0.04% | -53.3% |
| Q1 2023 | $707,480 | +4.1% | 12,541 | -2.8% | 0.09% | +5.7% |
| Q4 2022 | $679,358 | -63.6% | 12,905 | -65.8% | 0.09% | -66.7% |
| Q3 2022 | $1,864,000 | -85.1% | 37,740 | -84.3% | 0.26% | -86.1% |
| Q2 2022 | $12,481,000 | – | 240,216 | – | 1.88% | – |
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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% |