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 | $119,912 | +186.6% | 2,036 | +23.8% | 0.00% | – |
| Q2 2023 | $41,840 | +112.5% | 1,644 | +371.1% | 0.00% | – |
| Q1 2023 | $19,687 | -26.2% | 349 | -31.2% | 0.00% | – |
| Q4 2022 | $26,688 | +166.9% | 507 | +153.5% | 0.00% | – |
| Q3 2022 | $10,000 | -63.0% | 200 | -61.5% | 0.00% | – |
| Q2 2022 | $27,000 | -6.9% | 519 | +11.4% | 0.00% | – |
| Q1 2022 | $29,000 | 0.0% | 466 | +6.6% | 0.00% | – |
| Q4 2021 | $29,000 | -27.5% | 437 | -33.4% | 0.00% | -100.0% |
| Q3 2021 | $40,000 | +37.9% | 656 | +36.1% | 0.00% | – |
| Q2 2021 | $29,000 | – | 482 | – | 0.00% | – |
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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% |