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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,820 | -73.0% | 761 | -50.0% | 0.00% | -50.0% |
| Q2 2023 | $165,723 | +39.0% | 1,522 | +100.0% | 0.00% | -20.0% |
| Q1 2023 | $119,241 | +458519.2% | 761 | +364.0% | 0.01% | +400.0% |
| Q4 2022 | $26 | -99.9% | 164 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | +4.0% | 163 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | 0.0% | 163 | 0.0% | 0.00% | – |
| Q1 2022 | $25,000 | – | 163 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $111,000 | +0.9% | 510 | -8.9% | 0.00% | -42.9% |
| Q3 2020 | $110,000 | -34.5% | 560 | -43.3% | 0.01% | -46.2% |
| Q2 2020 | $168,000 | -24.0% | 987 | -32.9% | 0.01% | -40.9% |
| Q1 2020 | $221,000 | -31.8% | 1,470 | -16.2% | 0.02% | -8.3% |
| Q4 2019 | $324,000 | -3.6% | 1,754 | -12.5% | 0.02% | +4.3% |
| Q3 2019 | $336,000 | -58.9% | 2,005 | -65.4% | 0.02% | -54.0% |
| Q4 2018 | $817,000 | -25.7% | 5,788 | -11.3% | 0.05% | +11.1% |
| Q3 2018 | $1,099,000 | +6.0% | 6,526 | -3.1% | 0.04% | +2.3% |
| Q2 2018 | $1,037,000 | -3.1% | 6,737 | +0.0% | 0.04% | -10.2% |
| Q1 2018 | $1,070,000 | 0.0% | 6,735 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $1,070,000 | +8.4% | 6,735 | +2.8% | 0.05% | +25.6% |
| Q3 2017 | $987,000 | -9.9% | 6,549 | -12.5% | 0.04% | -15.2% |
| Q2 2017 | $1,095,000 | +0.1% | 7,481 | -3.0% | 0.05% | -4.2% |
| Q1 2017 | $1,094,000 | +10.1% | 7,713 | +2.9% | 0.05% | 0.0% |
| Q4 2016 | $994,000 | +1.0% | 7,495 | -2.3% | 0.05% | -5.9% |
| Q3 2016 | $984,000 | +0.5% | 7,672 | -3.8% | 0.05% | -7.3% |
| Q2 2016 | $979,000 | +3.2% | 7,973 | +0.0% | 0.06% | -14.1% |
| Q4 2015 | $949,000 | – | 7,970 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 92,345 | $5,604,000 | 3.94% |
| Brand Asset Management Group, Inc. | 71,401 | $4,333,000 | 2.09% |
| Equitable Holdings, Inc. | 754,868 | $45,813,000 | 0.78% |
| West Coast Financial LLC | 45,770 | $2,778,000 | 0.45% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $567,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,466 | $514,000 | 0.30% |
| Red Tortoise LLC | 7,232 | $357,000 | 0.28% |
| Karn, Couzens & Associates, Inc. | 5,932 | $360,000 | 0.27% |
| Cadent Capital Advisors, LLC | 9,261 | $562,000 | 0.25% |
| FLAGSTAR ADVISORS INC | 10,889 | $661,000 | 0.22% |