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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $510,000 | -90.4% | 3,575 | -88.7% | 0.38% | -88.3% |
| Q3 2018 | $5,306,000 | +13.6% | 31,521 | +3.8% | 3.25% | +5.1% |
| Q2 2018 | $4,672,000 | +36.2% | 30,356 | +35.7% | 3.10% | +55.8% |
| Q1 2018 | $3,430,000 | +50.2% | 22,370 | +55.7% | 1.99% | +38.0% |
| Q4 2017 | $2,283,000 | +31.1% | 14,365 | +24.3% | 1.44% | +20.5% |
| Q3 2017 | $1,741,000 | +181.7% | 11,556 | +173.8% | 1.20% | +182.5% |
| Q2 2017 | $618,000 | +84.5% | 4,221 | +78.7% | 0.42% | +69.2% |
| Q1 2017 | $335,000 | – | 2,362 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 70,606 | $4,158,374 | 2.66% |
| Brand Asset Management Group, Inc. | 58,110 | $3,422,405 | 1.76% |
| Quantitative Strategies, Inc. | 34,761 | $2,047,270 | 1.38% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,137,568 | 1.14% |
| Dentgroup LLC | 15,669 | $922,833 | 0.68% |
| Equitable Holdings, Inc. | 561,856 | $33,090,846 | 0.48% |
| Gladstone Institutional Advisory LLC | 96,564 | $5,687,195 | 0.37% |
| Red Tortoise LLC | 7,281 | $428,802 | 0.29% |
| West Coast Financial LLC | 27,906 | $1,643,547 | 0.24% |
| CHAPIN DAVIS, INC. | 7,912 | $466,008 | 0.22% |