ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 134 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,787 | +9.5% | 6,339 | +11.7% | 0.02% | -56.8% |
| Q2 2023 | $343,083 | +23.1% | 5,677 | +15.1% | 0.04% | +214.3% |
| Q1 2023 | $278,624 | -28.0% | 4,933 | -32.9% | 0.01% | -22.2% |
| Q4 2022 | $387,004 | +8.4% | 7,352 | +1.8% | 0.02% | -14.3% |
| Q3 2022 | $357,000 | -4.8% | 7,225 | +0.2% | 0.02% | -4.5% |
| Q2 2022 | $375,000 | -17.2% | 7,211 | +0.1% | 0.02% | +29.4% |
| Q1 2022 | $453,000 | -16.0% | 7,203 | -11.2% | 0.02% | -15.0% |
| Q4 2021 | $539,000 | – | 8,111 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 90,594 | $6,016,000 | 3.89% |
| Brand Asset Management Group, Inc. | 71,037 | $4,718,000 | 2.12% |
| Dentgroup LLC | 15,338 | $1,019,000 | 0.96% |
| Equitable Holdings, Inc. | 690,178 | $45,834,000 | 0.72% |
| West Coast Financial LLC | 41,378 | $2,748,000 | 0.39% |
| Red Tortoise LLC | 7,232 | $480,000 | 0.33% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $620,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,290 | $551,000 | 0.29% |
| Karn, Couzens & Associates, Inc. | 5,932 | $394,000 | 0.27% |
| FLAGSTAR ADVISORS INC | 12,278 | $815,000 | 0.25% |