ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 123 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,422,405 | -5.0% | 58,110 | -1.5% | 1.76% | +2.1% |
| Q2 2023 | $3,603,151 | +8.0% | 58,991 | -0.2% | 1.72% | +2.1% |
| Q1 2023 | $3,335,619 | +4.3% | 59,132 | -2.7% | 1.68% | +4.1% |
| Q4 2022 | $3,199,179 | +6.5% | 60,775 | -0.1% | 1.62% | -2.9% |
| Q3 2022 | $3,005,000 | -4.9% | 60,843 | 0.0% | 1.67% | +3.5% |
| Q2 2022 | $3,161,000 | -25.0% | 60,843 | -9.2% | 1.61% | -13.5% |
| Q1 2022 | $4,214,000 | -10.7% | 67,041 | -5.6% | 1.86% | -12.4% |
| Q4 2021 | $4,718,000 | +8.9% | 71,037 | -0.5% | 2.12% | +1.6% |
| Q3 2021 | $4,333,000 | -2.2% | 71,401 | -2.1% | 2.09% | -2.8% |
| Q2 2021 | $4,431,000 | +8.2% | 72,948 | +299.5% | 2.15% | +3.4% |
| Q1 2021 | $4,095,000 | +1.8% | 18,259 | -1.6% | 2.08% | -7.8% |
| Q4 2020 | $4,021,000 | +6.7% | 18,548 | -4.0% | 2.26% | -4.2% |
| Q3 2020 | $3,768,000 | +4.8% | 19,322 | -6.2% | 2.36% | +2.9% |
| Q2 2020 | $3,594,000 | +17.2% | 20,591 | -1.6% | 2.29% | +1.3% |
| Q1 2020 | $3,066,000 | -23.0% | 20,917 | -3.1% | 2.26% | -10.8% |
| Q4 2019 | $3,983,000 | +4.8% | 21,591 | -4.6% | 2.54% | +0.8% |
| Q3 2019 | $3,801,000 | -0.1% | 22,630 | -1.7% | 2.52% | +0.9% |
| Q2 2019 | $3,803,000 | +2.5% | 23,026 | -0.7% | 2.50% | -0.8% |
| Q1 2019 | $3,710,000 | +10.4% | 23,184 | -1.6% | 2.52% | -5.5% |
| Q4 2018 | $3,359,000 | -16.0% | 23,567 | -0.7% | 2.66% | -9.3% |
| Q3 2018 | $3,997,000 | +6.5% | 23,744 | -2.6% | 2.94% | +2.3% |
| Q2 2018 | $3,753,000 | – | 24,388 | – | 2.87% | – |
Download | ||||||
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% |