ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 93 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,815 | -10.4% | 7,230 | -7.1% | 0.04% | -13.3% |
| Q2 2023 | $475,202 | +6.9% | 7,780 | -1.3% | 0.04% | -2.2% |
| Q1 2023 | $444,511 | +7.2% | 7,880 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $414,803 | +6.6% | 7,880 | 0.0% | 0.05% | +2.1% |
| Q3 2022 | $389,000 | -4.9% | 7,880 | 0.0% | 0.05% | -6.0% |
| Q2 2022 | $409,000 | -17.4% | 7,880 | 0.0% | 0.05% | -13.8% |
| Q1 2022 | $495,000 | -5.4% | 7,880 | 0.0% | 0.06% | -12.1% |
| Q4 2021 | $523,000 | +9.4% | 7,880 | 0.0% | 0.07% | -10.8% |
| Q3 2021 | $478,000 | -0.2% | 7,880 | 0.0% | 0.07% | -1.3% |
| Q2 2021 | $479,000 | +8.4% | 7,880 | +300.0% | 0.08% | -20.2% |
| Q1 2021 | $442,000 | +3.5% | 1,970 | 0.0% | 0.09% | -12.1% |
| Q4 2020 | $427,000 | +11.2% | 1,970 | 0.0% | 0.11% | -10.1% |
| Q3 2020 | $384,000 | +11.6% | 1,970 | 0.0% | 0.12% | -1.7% |
| Q2 2020 | $344,000 | +5.8% | 1,970 | -11.3% | 0.12% | -36.3% |
| Q1 2020 | $325,000 | -20.7% | 2,220 | 0.0% | 0.19% | -32.6% |
| Q4 2019 | $410,000 | +9.9% | 2,220 | 0.0% | 0.28% | +0.4% |
| Q3 2019 | $373,000 | +1.6% | 2,220 | 0.0% | 0.28% | -10.2% |
| Q2 2019 | $367,000 | +3.4% | 2,220 | 0.0% | 0.31% | -2.8% |
| Q1 2019 | $355,000 | +16.0% | 2,220 | +3.3% | 0.32% | -27.5% |
| Q4 2018 | $306,000 | – | 2,150 | – | 0.44% | – |
Download | ||||||
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% |