ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 119 filers reported holding ISHARES TR in Q1 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 | 92,345 | $5,604,000 | 3.94% |
| Brand Asset Management Group, Inc. | 71,401 | $4,333,000 | 2.09% |
| Equitable Holdings, Inc. | 754,868 | $45,813,000 | 0.78% |
| West Coast Financial LLC | 45,770 | $2,778,000 | 0.45% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $567,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,466 | $514,000 | 0.30% |
| Red Tortoise LLC | 7,232 | $357,000 | 0.28% |
| Karn, Couzens & Associates, Inc. | 5,932 | $360,000 | 0.27% |
| Cadent Capital Advisors, LLC | 9,261 | $562,000 | 0.25% |
| FLAGSTAR ADVISORS INC | 10,889 | $661,000 | 0.22% |