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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $602,000 | +4.0% | 2,776 | -6.5% | 0.04% | -10.0% |
| Q3 2020 | $579,000 | +12.4% | 2,968 | +0.6% | 0.05% | -2.0% |
| Q2 2020 | $515,000 | -63.1% | 2,949 | -69.1% | 0.05% | -73.2% |
| Q1 2020 | $1,397,000 | +456.6% | 9,530 | +601.3% | 0.19% | +603.7% |
| Q4 2019 | $251,000 | +15.1% | 1,359 | +4.9% | 0.03% | -6.9% |
| Q3 2019 | $218,000 | – | 1,296 | – | 0.03% | – |
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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% |