ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,115,483 | -3.6% | 18,940 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $1,156,855 | +8.3% | 18,940 | 0.0% | 0.06% | -15.2% |
| Q1 2023 | $1,068,405 | +1.8% | 18,940 | -5.0% | 0.07% | -10.8% |
| Q4 2022 | $1,049,642 | +6.6% | 19,940 | 0.0% | 0.07% | -8.6% |
| Q3 2022 | $985,000 | -6.8% | 19,940 | -2.0% | 0.08% | -8.0% |
| Q2 2022 | $1,057,000 | -17.3% | 20,340 | 0.0% | 0.09% | -3.3% |
| Q1 2022 | $1,278,000 | -7.2% | 20,340 | -1.9% | 0.09% | -11.7% |
| Q4 2021 | $1,377,000 | – | 20,740 | – | 0.10% | – |
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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% |