ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $892,761 | -12.7% | 15,157 | -9.4% | 0.07% | -2.8% |
| Q2 2023 | $1,022,290 | +16.2% | 16,737 | +8.6% | 0.07% | +16.4% |
| Q1 2023 | $879,917 | -56.3% | 15,410 | -17.3% | 0.06% | -67.4% |
| Q4 2022 | $2,013,389 | +129.3% | 18,630 | +4.8% | 0.19% | +152.7% |
| Q3 2022 | $878,000 | +20.9% | 17,782 | +27.3% | 0.07% | +27.6% |
| Q2 2022 | $726,000 | -41.1% | 13,969 | -28.7% | 0.06% | -30.1% |
| Q1 2022 | $1,232,000 | -1.8% | 19,598 | +3.7% | 0.08% | -13.5% |
| Q4 2021 | $1,255,000 | – | 18,896 | – | 0.10% | – |
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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% |