ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,802 | -3.6% | 7,281 | 0.0% | 0.29% | +2.9% |
| Q2 2023 | $444,706 | +8.6% | 7,281 | +0.3% | 0.28% | +1.5% |
| Q1 2023 | $409,535 | +7.6% | 7,260 | +0.4% | 0.28% | +4.2% |
| Q4 2022 | $380,692 | +1.2% | 7,232 | 0.0% | 0.26% | -15.1% |
| Q2 2022 | $376,000 | -17.4% | 7,232 | 0.0% | 0.31% | -9.6% |
| Q1 2022 | $455,000 | -5.2% | 7,232 | 0.0% | 0.34% | +3.6% |
| Q4 2021 | $480,000 | +34.5% | 7,232 | 0.0% | 0.33% | +19.0% |
| Q3 2021 | $357,000 | – | 7,232 | – | 0.28% | – |
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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% |