ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,954 | -45.3% | 3,339 | -55.8% | 0.02% | -57.1% |
| Q3 2022 | $373,000 | -5.1% | 7,562 | +0.0% | 0.04% | -4.5% |
| Q2 2022 | $393,000 | -18.6% | 7,561 | -1.6% | 0.04% | -6.4% |
| Q1 2022 | $483,000 | -12.8% | 7,685 | -7.9% | 0.05% | -11.3% |
| Q4 2021 | $554,000 | +7.4% | 8,348 | -1.7% | 0.05% | -3.6% |
| Q3 2021 | $516,000 | -1.0% | 8,495 | -1.0% | 0.06% | 0.0% |
| Q2 2021 | $521,000 | -4.1% | 8,577 | +254.1% | 0.06% | -14.1% |
| Q1 2021 | $543,000 | +2.8% | 2,422 | -0.6% | 0.06% | -3.0% |
| Q4 2020 | $528,000 | +9.8% | 2,436 | -1.2% | 0.07% | -7.0% |
| Q3 2020 | $481,000 | -7.1% | 2,466 | -17.0% | 0.07% | -15.5% |
| Q2 2020 | $518,000 | +10.9% | 2,970 | -6.8% | 0.08% | -6.7% |
| Q1 2020 | $467,000 | -30.4% | 3,187 | -12.4% | 0.09% | -17.4% |
| Q4 2019 | $671,000 | -83.4% | 3,638 | -84.9% | 0.11% | -84.7% |
| Q3 2019 | $4,047,000 | +0.3% | 24,095 | -1.5% | 0.71% | -1.4% |
| Q2 2019 | $4,033,000 | -54.6% | 24,468 | -0.8% | 0.72% | -32.9% |
| Q1 2019 | $8,883,000 | +157.0% | 24,670 | +1.9% | 1.08% | +46.2% |
| Q4 2018 | $3,456,000 | -92.7% | 24,203 | -99.7% | 0.74% | +24.0% |
| Q3 2018 | $47,297,000 | +67.5% | 7,178,676 | +64.7% | 0.60% | +87.1% |
| Q2 2018 | $28,233,000 | +281.6% | 4,359,059 | +8767.3% | 0.32% | -77.5% |
| Q1 2018 | $7,399,000 | -0.6% | 49,159 | +7.2% | 1.41% | +1.1% |
| Q4 2017 | $7,440,000 | +3.8% | 45,872 | -3.0% | 1.40% | -6.1% |
| Q3 2017 | $7,170,000 | +3.9% | 47,297 | +0.4% | 1.49% | -4.0% |
| Q2 2017 | $6,901,000 | +8.9% | 47,131 | +5.5% | 1.55% | -1.2% |
| Q1 2017 | $6,335,000 | +9.4% | 44,669 | +2.8% | 1.57% | -15.6% |
| Q4 2016 | $5,791,000 | +15.6% | 43,449 | +10.5% | 1.86% | +0.4% |
| Q3 2016 | $5,011,000 | – | 39,313 | – | 1.85% | – |
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% |