ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 119 filers reported holding ISHARES TR in Q1 2023. 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 | 90,594 | $6,016,000 | 3.89% |
| Brand Asset Management Group, Inc. | 71,037 | $4,718,000 | 2.12% |
| Dentgroup LLC | 15,338 | $1,019,000 | 0.96% |
| Equitable Holdings, Inc. | 690,178 | $45,834,000 | 0.72% |
| West Coast Financial LLC | 41,378 | $2,748,000 | 0.39% |
| Red Tortoise LLC | 7,232 | $480,000 | 0.33% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $620,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,290 | $551,000 | 0.29% |
| Karn, Couzens & Associates, Inc. | 5,932 | $394,000 | 0.27% |
| FLAGSTAR ADVISORS INC | 12,278 | $815,000 | 0.25% |