ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,658,549 | +33.2% | 79,089 | +38.2% | 0.01% | +16.7% |
| Q2 2023 | $3,497,231 | -50.6% | 57,247 | -54.4% | 0.01% | -53.8% |
| Q1 2023 | $7,075,808 | +21.9% | 125,423 | +13.7% | 0.01% | +8.3% |
| Q4 2022 | $5,806,528 | +1.9% | 110,281 | -4.4% | 0.01% | -7.7% |
| Q3 2022 | $5,700,000 | -8.9% | 115,411 | -4.1% | 0.01% | -7.1% |
| Q2 2022 | $6,255,000 | -22.6% | 120,342 | +3.1% | 0.01% | -12.5% |
| Q1 2022 | $8,082,000 | -4.4% | 116,738 | -8.3% | 0.02% | 0.0% |
| Q4 2021 | $8,455,000 | +12.4% | 127,277 | +2.7% | 0.02% | 0.0% |
| Q3 2021 | $7,522,000 | +11.9% | 123,930 | +12.0% | 0.02% | +6.7% |
| Q2 2021 | $6,721,000 | +17.5% | 110,653 | +334.1% | 0.02% | +7.1% |
| Q1 2021 | $5,719,000 | +1.9% | 25,489 | -1.5% | 0.01% | -6.7% |
| Q4 2020 | $5,615,000 | +20.1% | 25,890 | +7.9% | 0.02% | +7.1% |
| Q3 2020 | $4,676,000 | +15.8% | 23,997 | +3.8% | 0.01% | 0.0% |
| Q2 2020 | $4,038,000 | +13.7% | 23,127 | -4.4% | 0.01% | -6.7% |
| Q1 2020 | $3,552,000 | – | 24,186 | – | 0.02% | – |
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% |