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 | $117,792 | -3.6% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $122,160 | +8.3% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $112,820 | +7.2% | 2,000 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $105,280 | -26.4% | 2,000 | -30.9% | 0.02% | -36.8% |
| Q3 2022 | $143,000 | -4.7% | 2,895 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $150,000 | -17.6% | 2,895 | 0.0% | 0.04% | -11.6% |
| Q1 2022 | $182,000 | -5.2% | 2,895 | 0.0% | 0.04% | -6.5% |
| Q4 2021 | $192,000 | +9.1% | 2,895 | 0.0% | 0.05% | -4.2% |
| Q3 2021 | $176,000 | -2.2% | 2,895 | -2.2% | 0.05% | -2.0% |
| Q2 2021 | $180,000 | +4.7% | 2,960 | +286.9% | 0.05% | -7.5% |
| Q1 2021 | $172,000 | +3.6% | 765 | 0.0% | 0.05% | -7.0% |
| Q4 2020 | $166,000 | +11.4% | 765 | 0.0% | 0.06% | -5.0% |
| Q3 2020 | $149,000 | +11.2% | 765 | 0.0% | 0.06% | +7.1% |
| Q2 2020 | $134,000 | +19.6% | 765 | 0.0% | 0.06% | +1.8% |
| Q1 2020 | $112,000 | – | 765 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Good Life Advisors, LLC | 68,149 | $9,181,000 | 5.36% |
| Cornerstone Wealth Management, LLC | 43,449 | $5,791,000 | 1.86% |
| Greenwich Wealth Management LLC | 70,707 | $9,381,000 | 1.18% |
| Mathes Company, Inc. | 11,375 | $1,509,000 | 0.83% |
| Threshold Group LLC | 7,031 | $933,000 | 0.81% |
| West Coast Financial LLC | 15,471 | $2,053,000 | 0.65% |
| Strategic Wealth Partners Group, LLC | 9,759 | $1,295,000 | 0.61% |
| Crestwood Advisors Group, LLC | 35,091 | $4,656,000 | 0.45% |
| Liberty Capital Management, Inc. | 3,065 | $414,000 | 0.27% |
| Global Retirement Partners, LLC | 1,806 | $240,000 | 0.16% |