ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,916,514 | +1405.9% | 219,312 | +1311.5% | 0.04% | +281.8% |
| Q4 2022 | $857,703 | +10.2% | 15,538 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $778,000 | -6.7% | 15,538 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $834,000 | -15.4% | 15,538 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $986,000 | +1.4% | 15,538 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $972,000 | -3.1% | 15,538 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $1,003,000 | +5.2% | 15,538 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $953,000 | +6.8% | 15,538 | +299.9% | 0.02% | -6.2% |
| Q1 2021 | $892,000 | +6.2% | 3,885 | 0.0% | 0.02% | -15.8% |
| Q4 2020 | $840,000 | +5.9% | 3,885 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $793,000 | +9.8% | 3,885 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $722,000 | +14.8% | 3,885 | 0.0% | 0.02% | -4.5% |
| Q1 2020 | $629,000 | -12.3% | 3,885 | 0.0% | 0.02% | -12.0% |
| Q4 2019 | $717,000 | +9.6% | 3,885 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $654,000 | -0.6% | 3,885 | 0.0% | 0.03% | -10.3% |
| Q2 2019 | $658,000 | – | 3,885 | – | 0.03% | – |
Download | ||||||
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% |