ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 135 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $291,476 | -5.6% | 3,877 | -8.9% | 0.10% | -10.1% |
| Q1 2024 | $308,613 | -9.9% | 4,258 | -18.3% | 0.11% | -18.7% |
| Q4 2023 | $342,640 | +10.8% | 5,210 | -0.8% | 0.13% | -6.3% |
| Q3 2023 | $309,261 | -3.7% | 5,251 | -0.1% | 0.14% | -5.9% |
| Q2 2023 | $321,036 | +10.3% | 5,256 | -5.0% | 0.15% | -23.2% |
| Q4 2022 | $291,150 | – | 5,531 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 66,740 | $5,016,864 | 2.67% |
| Brand Asset Management Group, Inc. | 56,080 | $4,215,510 | 1.78% |
| Quantitative Strategies, Inc. | 36,055 | $2,710,254 | 1.55% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,451,908 | 1.20% |
| Dentgroup LLC | 14,443 | $1,085,666 | 0.88% |
| Gladstone Institutional Advisory LLC | 93,319 | $7,014,789 | 0.36% |
| Equitable Holdings, Inc. | 450,097 | $33,833,792 | 0.36% |
| PACIFIC SUN FINANCIAL CORP | 7,920 | $595,346 | 0.35% |
| Capital Management Associates, Inc | 6,538 | $491,484 | 0.30% |
| Red Tortoise LLC | 7,315 | $549,867 | 0.30% |