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 | ||||
---|---|---|---|---|---|---|
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 | 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% |