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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |