ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,218,480 | -2.5% | 122,564 | +1.1% | 0.00% | 0.0% |
| Q2 2023 | $7,407,233 | +6.1% | 121,271 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $6,978,892 | +100955.5% | 123,715 | -5.7% | 0.00% | 0.0% |
| Q4 2022 | $6,906 | -99.9% | 131,183 | -3.8% | 0.00% | 0.0% |
| Q3 2022 | $6,734,000 | -4.8% | 136,341 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $7,072,000 | -32.3% | 136,101 | -18.1% | 0.00% | 0.0% |
| Q1 2022 | $10,449,000 | -17.9% | 166,256 | -13.3% | 0.00% | 0.0% |
| Q4 2021 | $12,731,000 | +8.4% | 191,704 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $11,746,000 | -3.8% | 193,549 | -3.7% | 0.00% | 0.0% |
| Q2 2021 | $12,210,000 | +8.2% | 201,017 | +299.6% | 0.00% | -50.0% |
| Q1 2021 | $11,282,000 | +3.0% | 50,302 | -0.4% | 0.00% | 0.0% |
| Q4 2020 | $10,951,000 | -3.8% | 50,510 | -14.2% | 0.00% | 0.0% |
| Q3 2020 | $11,378,000 | -0.0% | 58,891 | -9.7% | 0.00% | 0.0% |
| Q2 2020 | $11,382,000 | +18.4% | 65,213 | -0.6% | 0.00% | 0.0% |
| Q1 2020 | $9,617,000 | -24.4% | 65,608 | -4.9% | 0.00% | 0.0% |
| Q4 2019 | $12,729,000 | +10.2% | 69,002 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $11,551,000 | -0.4% | 68,777 | -2.5% | 0.00% | 0.0% |
| Q2 2019 | $11,601,000 | +1.3% | 70,570 | -1.4% | 0.00% | 0.0% |
| Q1 2019 | $11,455,000 | +12.0% | 71,591 | -0.2% | 0.00% | 0.0% |
| Q4 2018 | $10,227,000 | -17.3% | 71,754 | -2.3% | 0.00% | 0.0% |
| Q3 2018 | $12,359,000 | +8.9% | 73,423 | -0.4% | 0.00% | 0.0% |
| Q2 2018 | $11,349,000 | +0.3% | 73,747 | -0.1% | 0.00% | 0.0% |
| Q1 2018 | $11,314,000 | -3.6% | 73,797 | -0.1% | 0.00% | 0.0% |
| Q4 2017 | $11,737,000 | +5.3% | 73,865 | -0.3% | 0.00% | 0.0% |
| Q3 2017 | $11,144,000 | -16.9% | 74,075 | -19.1% | 0.00% | -33.3% |
| Q2 2017 | $13,407,000 | -1.6% | 91,597 | -4.6% | 0.00% | 0.0% |
| Q1 2017 | $13,619,000 | +8.7% | 96,010 | +1.7% | 0.00% | 0.0% |
| Q4 2016 | $12,526,000 | +129.2% | 94,412 | +121.5% | 0.00% | +200.0% |
| Q3 2016 | $5,466,000 | +2.4% | 42,626 | -2.0% | 0.00% | 0.0% |
| Q2 2016 | $5,338,000 | +7.7% | 43,486 | +4.5% | 0.00% | 0.0% |
| Q1 2016 | $4,956,000 | +5.3% | 41,613 | +5.3% | 0.00% | 0.0% |
| Q4 2015 | $4,705,000 | -54.3% | 39,511 | -57.0% | 0.00% | -66.7% |
| Q3 2015 | $10,288,000 | -6.5% | 91,938 | +1.0% | 0.00% | 0.0% |
| Q2 2015 | $11,003,000 | -33.3% | 91,046 | -33.0% | 0.00% | -25.0% |
| Q1 2015 | $16,487,000 | +22.7% | 135,876 | +24.9% | 0.00% | +33.3% |
| Q4 2014 | $13,439,000 | +10.0% | 108,789 | +2.6% | 0.00% | 0.0% |
| Q3 2014 | $12,219,000 | +0.7% | 106,077 | -0.5% | 0.00% | 0.0% |
| Q2 2014 | $12,138,000 | +2.2% | 106,610 | -0.7% | 0.00% | 0.0% |
| Q1 2014 | $11,876,000 | +6.3% | 107,380 | +3.6% | 0.00% | 0.0% |
| Q4 2013 | $11,174,000 | +14.3% | 103,616 | +5.2% | 0.00% | 0.0% |
| Q3 2013 | $9,780,000 | +49.5% | 98,495 | +45.1% | 0.00% | +50.0% |
| Q2 2013 | $6,540,000 | – | 67,873 | – | 0.00% | – |
Download | ||||||
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% |