ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 136 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $768,237 | +3.7% | 10,220 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $740,643 | +10.2% | 10,220 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $672,067 | -39.8% | 10,220 | -46.0% | 0.02% | -58.9% |
| 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 ↓ |
|---|---|---|---|
| First Capital Advisors Group, LLC. | 31,521 | $5,306,000 | 3.25% |
| Brand Asset Management Group, Inc. | 23,744 | $3,997,000 | 2.94% |
| Good Life Advisors, LLC | 33,456 | $5,632,000 | 1.62% |
| West Coast Financial LLC | 30,134 | $5,072,000 | 1.17% |
| Wealth & Pension Services Group, Inc. | 4,574 | $770,000 | 0.77% |
| Cornerstone Wealth Management, LLC | 7,178,676 | $47,297,000 | 0.60% |
| LANDAAS & CO /WI /ADV | 2,529 | $426,000 | 0.33% |
| Liberty Capital Management, Inc. | 3,065 | $516,000 | 0.27% |
| Crestwood Advisors Group, LLC | 19,652 | $3,308,000 | 0.23% |
| GenWealth Group, Inc. | 2,954 | $501,000 | 0.23% |