ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,141 | -3.6% | 885 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $54,074 | +8.6% | 885 | +0.2% | 0.02% | 0.0% |
| Q1 2023 | $49,798 | +7.6% | 883 | +0.5% | 0.02% | -4.0% |
| Q4 2022 | $46,288 | +7.6% | 879 | +0.5% | 0.02% | +8.7% |
| Q3 2022 | $43,000 | -4.4% | 875 | +0.5% | 0.02% | +4.5% |
| Q2 2022 | $45,000 | -18.2% | 871 | +0.3% | 0.02% | -4.3% |
| Q1 2022 | $55,000 | -3.5% | 868 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $57,000 | +9.6% | 865 | +0.3% | 0.02% | -4.2% |
| Q3 2021 | $52,000 | +79.3% | 862 | +438.8% | 0.02% | +26.3% |
| Q4 2019 | $29,000 | – | 160 | – | 0.02% | – |
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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% |