ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $223,573 | +6.0% | 3,954 | +0.4% | 0.05% | -6.1% |
| Q4 2022 | $210,994 | +3.9% | 3,939 | +1.0% | 0.05% | +14.0% |
| Q2 2022 | $203,000 | -16.8% | 3,899 | +0.3% | 0.04% | -2.3% |
| Q1 2022 | $244,000 | -5.1% | 3,888 | +0.3% | 0.04% | -2.2% |
| Q4 2021 | $257,000 | +3.6% | 3,876 | +0.4% | 0.04% | -2.2% |
| Q3 2021 | $248,000 | +2.5% | 3,862 | +0.4% | 0.05% | -20.7% |
| Q2 2021 | $242,000 | +6.6% | 3,848 | +0.3% | 0.06% | 0.0% |
| Q1 2021 | $227,000 | +9.7% | 3,838 | +301.0% | 0.06% | -37.0% |
| Q4 2020 | $207,000 | – | 957 | – | 0.09% | – |
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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% |