ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 134 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $221,000 | -5.2% | 3,515 | 0.0% | 0.06% | -3.2% |
| Q4 2021 | $233,000 | -24.4% | 3,515 | -30.8% | 0.06% | -30.0% |
| Q3 2021 | $308,000 | -19.2% | 5,077 | -19.2% | 0.09% | -19.6% |
| Q2 2021 | $381,000 | -25.9% | 6,282 | +174.0% | 0.11% | -31.3% |
| Q1 2021 | $514,000 | -8.7% | 2,293 | -11.7% | 0.16% | -12.8% |
| Q4 2020 | $563,000 | -1.1% | 2,598 | -9.7% | 0.19% | -9.2% |
| Q3 2020 | $569,000 | +5.4% | 2,876 | -6.5% | 0.21% | -1.9% |
| Q2 2020 | $540,000 | +20.0% | 3,076 | 0.0% | 0.21% | +7.1% |
| Q1 2020 | $450,000 | -26.8% | 3,076 | -7.7% | 0.20% | -17.6% |
| Q4 2019 | $615,000 | +10.0% | 3,334 | 0.0% | 0.24% | +2.6% |
| Q3 2019 | $559,000 | -0.2% | 3,334 | -0.9% | 0.23% | -2.9% |
| Q2 2019 | $560,000 | +2.9% | 3,364 | 0.0% | 0.24% | -2.8% |
| Q1 2019 | $544,000 | +29.2% | 3,364 | +13.9% | 0.25% | +17.1% |
| Q4 2018 | $421,000 | -16.0% | 2,954 | 0.0% | 0.21% | -9.1% |
| Q3 2018 | $501,000 | +7.5% | 2,954 | -2.5% | 0.23% | +0.9% |
| Q2 2018 | $466,000 | +0.4% | 3,031 | 0.0% | 0.23% | -3.8% |
| Q1 2018 | $464,000 | -7.9% | 3,031 | 0.0% | 0.24% | -5.9% |
| Q4 2017 | $504,000 | +10.5% | 3,031 | 0.0% | 0.25% | -7.3% |
| Q3 2017 | $456,000 | +7.0% | 3,031 | +3.9% | 0.27% | -4.9% |
| Q2 2017 | $426,000 | – | 2,917 | – | 0.29% | – |
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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% |