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 | $4,158,374 | -14.6% | 70,606 | -11.5% | 2.66% | -9.7% |
| Q2 2023 | $4,871,243 | +5.3% | 79,752 | -2.2% | 2.94% | -0.3% |
| Q1 2023 | $4,625,436 | +5.8% | 81,520 | -1.9% | 2.95% | -6.3% |
| Q4 2022 | $4,372,443 | +6.1% | 83,063 | -0.5% | 3.15% | -2.6% |
| Q3 2022 | $4,122,000 | -12.1% | 83,456 | -7.6% | 3.23% | -6.4% |
| Q2 2022 | $4,692,000 | -17.5% | 90,306 | -0.2% | 3.45% | -9.7% |
| Q1 2022 | $5,687,000 | -5.5% | 90,490 | -0.1% | 3.82% | -1.6% |
| Q4 2021 | $6,016,000 | +7.4% | 90,594 | -1.9% | 3.89% | -1.3% |
| Q3 2021 | $5,604,000 | -1.1% | 92,345 | -1.0% | 3.94% | +1.3% |
| Q2 2021 | $5,664,000 | +5.4% | 93,251 | +289.3% | 3.89% | -2.4% |
| Q1 2021 | $5,372,000 | -10.2% | 23,951 | -91.3% | 3.98% | -12.2% |
| Q4 2020 | $5,983,000 | +9.9% | 275,945 | +888.4% | 4.54% | +5.6% |
| Q3 2020 | $5,444,000 | +5.2% | 27,919 | -5.9% | 4.30% | -2.7% |
| Q2 2020 | $5,177,000 | +14.8% | 29,660 | -3.6% | 4.41% | -2.3% |
| Q1 2020 | $4,511,000 | -27.8% | 30,777 | -9.2% | 4.52% | -16.3% |
| Q4 2019 | $6,251,000 | – | 33,886 | – | 5.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 70,606 | $4,158,374 | 2.66% |
| Brand Asset Management Group, Inc. | 58,110 | $3,422,405 | 1.76% |
| Quantitative Strategies, Inc. | 34,761 | $2,047,270 | 1.38% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,137,568 | 1.14% |
| Dentgroup LLC | 15,669 | $922,833 | 0.68% |
| Equitable Holdings, Inc. | 561,856 | $33,090,846 | 0.48% |
| Gladstone Institutional Advisory LLC | 96,564 | $5,687,195 | 0.37% |
| Red Tortoise LLC | 7,281 | $428,802 | 0.29% |
| West Coast Financial LLC | 27,906 | $1,643,547 | 0.24% |
| CHAPIN DAVIS, INC. | 7,912 | $466,008 | 0.22% |