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 | $782,951 | +2.9% | 13,294 | +6.7% | 0.00% | – |
| Q2 2023 | $760,683 | -43.6% | 12,454 | -48.0% | 0.00% | – |
| Q1 2023 | $1,349,806 | +113.6% | 23,928 | +99.4% | 0.00% | – |
| Q4 2022 | $631,798 | +21.5% | 12,002 | +13.9% | 0.00% | – |
| Q3 2022 | $520,000 | -0.8% | 10,535 | +4.4% | 0.00% | – |
| Q2 2022 | $524,000 | -5.2% | 10,092 | +14.8% | 0.00% | – |
| Q1 2022 | $553,000 | -29.9% | 8,792 | -26.0% | 0.00% | – |
| Q4 2021 | $789,000 | -28.0% | 11,880 | -34.2% | 0.00% | – |
| Q3 2021 | $1,096,000 | -0.6% | 18,053 | -0.6% | 0.00% | – |
| Q2 2021 | $1,103,000 | -7.4% | 18,154 | +241.8% | 0.00% | – |
| Q1 2021 | $1,191,000 | +95.9% | 5,312 | +89.3% | 0.00% | – |
| Q4 2020 | $608,000 | +6.7% | 2,806 | -3.9% | 0.00% | – |
| Q3 2020 | $570,000 | +22.8% | 2,921 | +9.8% | 0.00% | – |
| Q2 2020 | $464,000 | -2.3% | 2,660 | -17.9% | 0.00% | – |
| Q1 2020 | $475,000 | -18.7% | 3,241 | +2.4% | 0.00% | – |
| Q4 2019 | $584,000 | +9.8% | 3,165 | -0.1% | 0.00% | – |
| Q3 2019 | $532,000 | +20.9% | 3,167 | +18.8% | 0.00% | – |
| Q2 2019 | $440,000 | +6.5% | 2,665 | +2.6% | 0.00% | – |
| Q1 2019 | $413,000 | +21.5% | 2,598 | +9.2% | 0.00% | – |
| Q4 2018 | $340,000 | -21.3% | 2,379 | -7.3% | 0.00% | – |
| Q3 2018 | $432,000 | +8.5% | 2,567 | -0.7% | 0.00% | – |
| Q2 2018 | $398,000 | +15.0% | 2,585 | +14.7% | 0.00% | – |
| Q1 2018 | $346,000 | -2.8% | 2,254 | +0.9% | 0.00% | – |
| Q4 2017 | $356,000 | -1.7% | 2,233 | -7.0% | 0.00% | – |
| Q3 2017 | $362,000 | +3.1% | 2,400 | 0.0% | 0.00% | – |
| Q2 2017 | $351,000 | – | 2,400 | – | 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% |