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 ↓ |
|---|---|---|---|
| Crestwood Advisors Group, LLC | 197,179 | $21,807,000 | 3.56% |
| Mathes Company, Inc. | 8,180 | $905,000 | 0.48% |
| ASPIRIANT, LLC | 17,831 | $1,972,000 | 0.29% |
| Brinker Capital Investments, LLC | 65,000 | $7,189,000 | 0.28% |
| Investors Capital Advisory Services | 10,812 | $1,195,000 | 0.26% |
| Exchange Capital Management, Inc. | 4,872 | $539,000 | 0.25% |
| B. Riley Wealth Advisors, Inc. | 2,833 | $314,000 | 0.10% |
| Gemmer Asset Management LLC | 1,097 | $121,000 | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 11,572 | $1,280,000 | 0.08% |
| Opus Capital Group, LLC | 8,505 | $941,000 | 0.07% |