ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 123 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $410,868 | +11.7% | 6,248 | 0.0% | 0.10% | +4.1% |
| Q3 2023 | $367,979 | -3.6% | 6,248 | 0.0% | 0.10% | -10.1% |
| Q2 2023 | $381,627 | +5.7% | 6,248 | -2.4% | 0.11% | -7.6% |
| Q1 2023 | $361,024 | +7.2% | 6,400 | 0.0% | 0.12% | +11.3% |
| Q4 2022 | $336,896 | +4.3% | 6,400 | -2.4% | 0.11% | -21.5% |
| Q3 2022 | $323,000 | -5.0% | 6,560 | 0.0% | 0.14% | -9.4% |
| Q2 2022 | $340,000 | -17.5% | 6,560 | 0.0% | 0.15% | -1.3% |
| Q1 2022 | $412,000 | -5.3% | 6,560 | 0.0% | 0.15% | -1.9% |
| Q4 2021 | $435,000 | +13.9% | 6,560 | +4.1% | 0.15% | +2.0% |
| Q3 2021 | $382,000 | 0.0% | 6,304 | 0.0% | 0.15% | +2.0% |
| Q2 2021 | $382,000 | +8.2% | 6,304 | +300.0% | 0.15% | +0.7% |
| Q1 2021 | $353,000 | +1.7% | 1,576 | -1.6% | 0.15% | 0.0% |
| Q4 2020 | $347,000 | +11.2% | 1,601 | 0.0% | 0.15% | +2.8% |
| Q3 2020 | $312,000 | +9.1% | 1,601 | -2.3% | 0.14% | +15.3% |
| Q2 2020 | $286,000 | -1.7% | 1,638 | -17.6% | 0.12% | -18.4% |
| Q1 2020 | $291,000 | -24.4% | 1,988 | -4.8% | 0.15% | -1.3% |
| Q4 2019 | $385,000 | – | 2,088 | – | 0.15% | – |
Download | ||||||
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% |