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 | $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 ↓ |
|---|---|---|---|
| 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% |