ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201 | -6.1% | 3,412 | -2.6% | 0.22% | -8.6% |
| Q2 2023 | $214 | -99.9% | 3,502 | -4.4% | 0.24% | +155.8% |
| Q1 2022 | $230,000 | -5.3% | 3,664 | +0.3% | 0.10% | -9.5% |
| Q4 2021 | $243,000 | +10.5% | 3,653 | +0.7% | 0.10% | +18.0% |
| Q3 2021 | $220,000 | 0.0% | 3,628 | +0.1% | 0.09% | +1.1% |
| Q2 2021 | $220,000 | +8.4% | 3,626 | +301.6% | 0.09% | +4.8% |
| Q1 2021 | $203,000 | -1.0% | 903 | -4.3% | 0.08% | -3.4% |
| Q4 2020 | $205,000 | -21.5% | 944 | -46.9% | 0.09% | -5.4% |
| Q1 2020 | $261,000 | +26.7% | 1,779 | +59.6% | 0.09% | +26.0% |
| Q4 2019 | $206,000 | – | 1,115 | – | 0.07% | – |
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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% |