ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,378 | -3.6% | 346 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $21,134 | +8.3% | 346 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $19,518 | +7.2% | 346 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $18,213 | +7.1% | 346 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $17,000 | +6.2% | 346 | +13.8% | 0.01% | +20.0% |
Q2 2022 | $16,000 | -15.8% | 304 | 0.0% | 0.01% | -16.7% |
Q1 2022 | $19,000 | -5.0% | 304 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $20,000 | +11.1% | 304 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $18,000 | 0.0% | 304 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $18,000 | +5.9% | 304 | +300.0% | 0.01% | 0.0% |
Q1 2021 | $17,000 | +6.2% | 76 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $16,000 | +6.7% | 76 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $15,000 | +15.4% | 76 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $13,000 | +8.3% | 76 | -8.4% | 0.01% | 0.0% |
Q1 2020 | $12,000 | -20.0% | 83 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $15,000 | – | 83 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Crestwood Advisors Group, LLC | 197,179 | $21,807,000 | 3.56% |
Mathes Company, Inc. | 8,180 | $905,000 | 0.48% |
ASPIRIANT, LLC | 17,831 | $1,972,000 | 0.29% |
Brinker Capital Investments, LLC | 65,000 | $7,189,000 | 0.28% |
Investors Capital Advisory Services | 10,812 | $1,195,000 | 0.26% |
Exchange Capital Management, Inc. | 4,872 | $539,000 | 0.25% |
B. Riley Wealth Advisors, Inc. | 2,833 | $314,000 | 0.10% |
Gemmer Asset Management LLC | 1,097 | $121,000 | 0.09% |
Raymond James Financial Services Advisors, Inc. | 11,572 | $1,280,000 | 0.08% |
Opus Capital Group, LLC | 8,505 | $941,000 | 0.07% |