ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,414,417 | -1.2% | 23,929 | +2.1% | 0.02% | 0.0% |
| Q2 2023 | $1,431,144 | +13.8% | 23,431 | +5.1% | 0.02% | +5.3% |
| Q1 2023 | $1,258,015 | +5.6% | 22,301 | -1.5% | 0.02% | 0.0% |
| Q4 2022 | $1,191,654 | +11.2% | 22,638 | +4.3% | 0.02% | 0.0% |
| Q3 2022 | $1,071,736 | +3.6% | 21,699 | +9.0% | 0.02% | 0.0% |
| Q2 2022 | $1,034,000 | -31.1% | 19,903 | -16.7% | 0.02% | -24.0% |
| Q1 2022 | $1,501,000 | – | 23,887 | – | 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% |