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 | $412,269 | -3.6% | 7,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $427,560 | +8.3% | 7,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $394,870 | +7.2% | 7,000 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $368,480 | +952.8% | 7,000 | +3584.2% | 0.00% | – |
| Q4 2019 | $35,000 | +66.7% | 190 | +52.0% | 0.00% | – |
| Q3 2019 | $21,000 | +950.0% | 125 | +1150.0% | 0.00% | – |
| Q2 2019 | $2,000 | -81.8% | 10 | -85.1% | 0.00% | – |
| Q1 2019 | $11,000 | -64.5% | 67 | -68.4% | 0.00% | – |
| Q4 2018 | $31,000 | -72.8% | 212 | -68.9% | 0.00% | – |
| Q3 2018 | $114,000 | +29.5% | 681 | +18.0% | 0.00% | – |
| Q2 2018 | $88,000 | +417.6% | 577 | +415.2% | 0.00% | – |
| Q1 2018 | $17,000 | +21.4% | 112 | +25.8% | 0.00% | – |
| Q4 2017 | $14,000 | -36.4% | 89 | -38.6% | 0.00% | – |
| Q3 2017 | $22,000 | -67.2% | 145 | -68.3% | 0.00% | – |
| Q2 2017 | $67,000 | +570.0% | 457 | +582.1% | 0.00% | – |
| Q1 2017 | $10,000 | -89.1% | 67 | -91.1% | 0.00% | – |
| Q2 2016 | $92,000 | +3.4% | 750 | 0.0% | 0.00% | – |
| Q1 2016 | $89,000 | 0.0% | 750 | 0.0% | 0.00% | – |
| Q4 2015 | $89,000 | +6.0% | 750 | 0.0% | 0.00% | – |
| Q3 2015 | $84,000 | -7.7% | 750 | 0.0% | 0.00% | – |
| Q2 2015 | $91,000 | 0.0% | 750 | 0.0% | 0.00% | – |
| Q1 2015 | $91,000 | -2.2% | 750 | 0.0% | 0.00% | – |
| Q4 2014 | $93,000 | +8.1% | 750 | 0.0% | 0.00% | – |
| Q3 2014 | $86,000 | +1.2% | 750 | 0.0% | 0.00% | – |
| Q2 2014 | $85,000 | +2.4% | 750 | 0.0% | 0.00% | – |
| Q1 2014 | $83,000 | +2.5% | 750 | 0.0% | 0.00% | – |
| Q4 2013 | $81,000 | -57.6% | 750 | -61.0% | 0.00% | -100.0% |
| Q3 2013 | $191,000 | +3.2% | 1,925 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $185,000 | – | 1,925 | – | 0.00% | – |
Download | ||||||
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% |