ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 142 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $574,844 | +3.7% | 7,647 | -0.0% | 0.02% | -4.5% |
Q1 2024 | $554,221 | +9.4% | 7,648 | -0.7% | 0.02% | -4.3% |
Q4 2023 | $506,594 | +11.5% | 7,704 | -0.2% | 0.02% | 0.0% |
Q3 2023 | $454,517 | -3.6% | 7,717 | 0.0% | 0.02% | -8.0% |
Q2 2023 | $471,374 | -4.9% | 7,717 | -12.2% | 0.02% | -10.7% |
Q1 2023 | $495,888 | -11.6% | 8,791 | -17.5% | 0.03% | -20.0% |
Q4 2022 | $560,913 | -11.1% | 10,656 | -16.6% | 0.04% | -27.1% |
Q3 2022 | $631,000 | +3.3% | 12,775 | +8.7% | 0.05% | -11.1% |
Q2 2022 | $611,000 | -17.2% | 11,757 | +0.1% | 0.05% | -3.6% |
Q1 2022 | $738,000 | -16.3% | 11,747 | -11.5% | 0.06% | -13.8% |
Q4 2021 | $882,000 | +10.0% | 13,276 | +0.5% | 0.06% | 0.0% |
Q3 2021 | $802,000 | -2.4% | 13,207 | -2.4% | 0.06% | +25.0% |
Q2 2021 | $822,000 | +2.5% | 13,537 | +278.3% | 0.05% | -10.3% |
Q1 2021 | $802,000 | +4.2% | 3,578 | +0.8% | 0.06% | -9.4% |
Q4 2020 | $770,000 | +4.3% | 3,551 | -6.1% | 0.06% | -13.5% |
Q3 2020 | $738,000 | +18.1% | 3,783 | +5.6% | 0.07% | -14.0% |
Q2 2020 | $625,000 | -5.6% | 3,583 | -20.7% | 0.09% | -9.5% |
Q1 2020 | $662,000 | -18.8% | 4,520 | +2.4% | 0.10% | -2.1% |
Q4 2019 | $815,000 | +9.7% | 4,415 | -0.2% | 0.10% | -4.0% |
Q3 2019 | $743,000 | +22.8% | 4,423 | +20.7% | 0.10% | +14.8% |
Q2 2019 | $605,000 | -1.8% | 3,664 | -4.9% | 0.09% | -14.6% |
Q1 2019 | $616,000 | +26.0% | 3,851 | +12.3% | 0.10% | +9.6% |
Q4 2018 | $489,000 | -33.1% | 3,429 | -21.0% | 0.09% | -40.5% |
Q3 2018 | $731,000 | +9.1% | 4,343 | -0.2% | 0.16% | -7.6% |
Q2 2018 | $670,000 | -13.9% | 4,352 | -15.9% | 0.17% | -18.2% |
Q1 2018 | $778,000 | -5.2% | 5,175 | +2.3% | 0.21% | -3.7% |
Q4 2017 | $821,000 | +60.7% | 5,060 | +50.2% | 0.22% | -0.5% |
Q3 2017 | $511,000 | +4545.5% | 3,369 | +67.7% | 0.22% | +4260.0% |
Q2 2017 | $11,000 | – | 2,009 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Benchmark Wealth Management, LLC | 66,740 | $5,016,864 | 2.67% |
Brand Asset Management Group, Inc. | 56,080 | $4,215,510 | 1.78% |
Quantitative Strategies, Inc. | 36,055 | $2,710,254 | 1.55% |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,451,908 | 1.20% |
Dentgroup LLC | 14,443 | $1,085,666 | 0.88% |
Gladstone Institutional Advisory LLC | 93,319 | $7,014,789 | 0.36% |
Equitable Holdings, Inc. | 450,097 | $33,833,792 | 0.36% |
PACIFIC SUN FINANCIAL CORP | 7,920 | $595,346 | 0.35% |
Capital Management Associates, Inc | 6,538 | $491,484 | 0.30% |
Red Tortoise LLC | 7,315 | $549,867 | 0.30% |