ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 109 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,638 | +0.3% | 27,809 | +4.0% | 0.01% | 0.0% |
| Q2 2023 | $1,633 | +4.2% | 26,741 | -3.8% | 0.01% | -18.2% |
| Q1 2023 | $1,567 | +4.0% | 27,784 | -3.0% | 0.01% | +10.0% |
| Q4 2022 | $1,507 | -99.9% | 28,630 | -1.2% | 0.01% | -9.1% |
| Q3 2022 | $1,431,000 | -10.3% | 28,976 | -5.7% | 0.01% | -8.3% |
| Q2 2022 | $1,596,000 | -16.2% | 30,725 | +1.4% | 0.01% | -7.7% |
| Q1 2022 | $1,904,000 | -7.2% | 30,296 | -2.0% | 0.01% | -13.3% |
| Q4 2021 | $2,052,000 | -4.7% | 30,901 | -12.9% | 0.02% | -11.8% |
| Q3 2021 | $2,154,000 | -13.8% | 35,492 | -13.7% | 0.02% | -19.0% |
| Q2 2021 | $2,498,000 | -4.2% | 41,124 | +253.7% | 0.02% | -16.0% |
| Q1 2021 | $2,608,000 | +4.7% | 11,627 | +1.2% | 0.02% | -7.4% |
| Q4 2020 | $2,490,000 | -70.8% | 11,485 | -73.7% | 0.03% | -74.8% |
| Q3 2020 | $8,522,000 | +310.3% | 43,703 | +267.3% | 0.11% | +282.1% |
| Q2 2020 | $2,077,000 | +20.4% | 11,900 | +1.1% | 0.03% | -6.7% |
| Q1 2020 | $1,725,000 | -16.9% | 11,771 | +4.7% | 0.03% | 0.0% |
| Q4 2019 | $2,075,000 | +21.1% | 11,247 | +10.3% | 0.03% | +7.1% |
| Q3 2019 | $1,713,000 | -38.8% | 10,199 | -39.8% | 0.03% | -30.0% |
| Q2 2019 | $2,799,000 | +5.5% | 16,948 | +2.3% | 0.04% | -2.4% |
| Q1 2019 | $2,652,000 | -50.7% | 16,573 | -56.1% | 0.04% | -57.7% |
| Q4 2018 | $5,376,000 | -9.4% | 37,721 | +7.0% | 0.10% | -3.0% |
| Q3 2018 | $5,932,000 | +39.7% | 35,241 | +27.7% | 0.10% | +7.5% |
| Q2 2018 | $4,245,000 | +22.5% | 27,587 | +22.0% | 0.09% | +27.4% |
| Q1 2018 | $3,466,000 | +16.6% | 22,605 | +20.9% | 0.07% | +28.1% |
| Q4 2017 | $2,972,000 | +108.3% | 18,702 | +97.5% | 0.06% | +96.6% |
| Q3 2017 | $1,427,000 | +59.8% | 9,469 | +55.2% | 0.03% | +70.6% |
| Q2 2017 | $893,000 | – | 6,103 | – | 0.02% | – |
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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% |