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 | $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 | 70,606 | $4,158,374 | 2.66% |
| Brand Asset Management Group, Inc. | 58,110 | $3,422,405 | 1.76% |
| Quantitative Strategies, Inc. | 34,761 | $2,047,270 | 1.38% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 19,315 | $1,137,568 | 1.14% |
| Dentgroup LLC | 15,669 | $922,833 | 0.68% |
| Equitable Holdings, Inc. | 561,856 | $33,090,846 | 0.48% |
| Gladstone Institutional Advisory LLC | 96,564 | $5,687,195 | 0.37% |
| Red Tortoise LLC | 7,281 | $428,802 | 0.29% |
| West Coast Financial LLC | 27,906 | $1,643,547 | 0.24% |
| CHAPIN DAVIS, INC. | 7,912 | $466,008 | 0.22% |