ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 114 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,911 | +96782.2% | 15,276 | 0.0% | 0.13% | -0.7% |
| Q2 2023 | $933 | +9.1% | 15,276 | +0.1% | 0.14% | -3.6% |
| Q1 2023 | $855 | +60.4% | 15,260 | +50.5% | 0.14% | +23.9% |
| Q4 2022 | $533 | -99.9% | 10,141 | +0.2% | 0.11% | -2.6% |
| Q3 2022 | $500,000 | -4.8% | 10,116 | +0.1% | 0.12% | -0.9% |
| Q2 2022 | $525,000 | -17.2% | 10,101 | +0.1% | 0.12% | -3.3% |
| Q1 2022 | $634,000 | -24.3% | 10,089 | -20.0% | 0.12% | -16.6% |
| Q4 2021 | $837,000 | +1.0% | 12,607 | -7.7% | 0.14% | -8.2% |
| Q3 2021 | $829,000 | -17.2% | 13,652 | +205.9% | 0.16% | -21.4% |
| Q1 2021 | $1,001,000 | +1.6% | 4,463 | -1.8% | 0.20% | -3.8% |
| Q4 2020 | $985,000 | +10.9% | 4,543 | -0.2% | 0.21% | -2.8% |
| Q3 2020 | $888,000 | +7.4% | 4,554 | -3.9% | 0.22% | +3.4% |
| Q2 2020 | $827,000 | -36.1% | 4,739 | -51.4% | 0.21% | -66.1% |
| Q4 2016 | $1,295,000 | – | 9,759 | – | 0.61% | – |
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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% |