ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 126 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |