ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 109 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,951 | -3.6% | 8,404 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $513,309 | +8.4% | 8,404 | +0.1% | 0.03% | +6.2% |
| Q1 2023 | $473,457 | +7.3% | 8,393 | +0.2% | 0.03% | +3.2% |
| Q4 2022 | $441,052 | +7.6% | 8,379 | +1.0% | 0.03% | +3.3% |
| Q3 2022 | $410,000 | -4.9% | 8,295 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $431,000 | -19.7% | 8,295 | -2.9% | 0.03% | -11.1% |
| Q1 2022 | $537,000 | -5.1% | 8,539 | +0.1% | 0.04% | -20.0% |
| Q4 2021 | $566,000 | +10.1% | 8,528 | +0.7% | 0.04% | 0.0% |
| Q3 2021 | $514,000 | 0.0% | 8,466 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $514,000 | +8.9% | 8,466 | +302.2% | 0.05% | -2.1% |
| Q1 2021 | $472,000 | +3.5% | 2,105 | 0.0% | 0.05% | -11.3% |
| Q4 2020 | $456,000 | +11.5% | 2,105 | +0.3% | 0.05% | -3.6% |
| Q3 2020 | $409,000 | +12.1% | 2,098 | +0.3% | 0.06% | +5.8% |
| Q2 2020 | $365,000 | +20.1% | 2,091 | +0.9% | 0.05% | +8.3% |
| Q1 2020 | $304,000 | -20.8% | 2,073 | -0.4% | 0.05% | -4.0% |
| Q4 2019 | $384,000 | +7.9% | 2,082 | -1.8% | 0.05% | -5.7% |
| Q3 2019 | $356,000 | +1.7% | 2,120 | 0.0% | 0.05% | -3.6% |
| Q2 2019 | $350,000 | +7.7% | 2,120 | +4.3% | 0.06% | -24.7% |
| Q1 2019 | $325,000 | +12.8% | 2,033 | +0.5% | 0.07% | -12.0% |
| Q4 2018 | $288,000 | -14.5% | 2,023 | +1.2% | 0.08% | -5.7% |
| Q3 2018 | $337,000 | +10.1% | 2,000 | +0.5% | 0.09% | +3.5% |
| Q2 2018 | $306,000 | -47.4% | 1,990 | -49.5% | 0.08% | -12.4% |
| Q1 2018 | $582,000 | +84.8% | 3,943 | +98.9% | 0.10% | 0.0% |
| Q4 2017 | $315,000 | +6.4% | 1,982 | +1.0% | 0.10% | -1.0% |
| Q3 2017 | $296,000 | +3.5% | 1,962 | +0.5% | 0.10% | +1.0% |
| Q2 2017 | $286,000 | +3.2% | 1,953 | 0.0% | 0.10% | -4.9% |
| Q1 2017 | $277,000 | +24.8% | 1,953 | +16.9% | 0.10% | +9.7% |
| Q4 2016 | $222,000 | +4.7% | 1,671 | +1.2% | 0.09% | +20.8% |
| Q3 2016 | $212,000 | – | 1,652 | – | 0.08% | – |
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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% |