ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $208,000 | -2.8% | 3,137 | -11.0% | 0.07% | -18.2% |
| Q3 2021 | $214,000 | -11.2% | 3,525 | -11.1% | 0.09% | -20.0% |
| Q2 2021 | $241,000 | 0.0% | 3,965 | +268.2% | 0.11% | -14.1% |
| Q1 2021 | $241,000 | -2.8% | 1,077 | -6.1% | 0.13% | -12.9% |
| Q4 2020 | $248,000 | +10.7% | 1,147 | 0.0% | 0.15% | -16.5% |
| Q3 2020 | $224,000 | -44.0% | 1,147 | -0.1% | 0.18% | +16.6% |
| Q2 2020 | $400,000 | – | 1,148 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 83,063 | $4,372,443 | 3.15% |
| Brand Asset Management Group, Inc. | 60,775 | $3,199,179 | 1.62% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,016,741 | 1.00% |
| Dentgroup LLC | 15,570 | $819,624 | 0.71% |
| Equitable Holdings, Inc. | 646,096 | $34,010,493 | 0.59% |
| Gladstone Institutional Advisory LLC | 111,594 | $5,874,308 | 0.42% |
| PACIFIC SUN FINANCIAL CORP | 9,060 | $476,918 | 0.34% |
| Ipsen Advisor Group LLC | 4,959 | $261,044 | 0.30% |
| West Coast Financial LLC | 32,756 | $1,724,302 | 0.29% |
| Red Tortoise LLC | 7,232 | $380,692 | 0.26% |