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 | $84,712 | -3.6% | 1,438 | 0.0% | 0.00% | – |
| Q2 2023 | $87,853 | +50.1% | 1,438 | +38.5% | 0.00% | – |
| Q1 2023 | $58,533 | +7.3% | 1,038 | +0.1% | 0.00% | – |
| Q4 2022 | $54,572 | +4.9% | 1,037 | +0.1% | 0.00% | – |
| Q3 2022 | $52,000 | -3.7% | 1,036 | +0.2% | 0.00% | – |
| Q2 2022 | $54,000 | -16.9% | 1,034 | 0.0% | 0.00% | – |
| Q1 2022 | $65,000 | -24.4% | 1,034 | -20.3% | 0.00% | – |
| Q4 2021 | $86,000 | +8.9% | 1,297 | +0.1% | 0.00% | – |
| Q3 2021 | $79,000 | 0.0% | 1,296 | +0.1% | 0.00% | – |
| Q2 2021 | $79,000 | +182.1% | 1,295 | +944.4% | 0.00% | – |
| Q1 2021 | $28,000 | -12.5% | 124 | -16.2% | 0.00% | – |
| Q4 2020 | $32,000 | +10.3% | 148 | +0.7% | 0.00% | – |
| Q3 2020 | $29,000 | +11.5% | 147 | 0.0% | 0.00% | – |
| Q2 2020 | $26,000 | -13.3% | 147 | -29.0% | 0.00% | – |
| Q1 2020 | $30,000 | -71.2% | 207 | -63.4% | 0.00% | – |
| Q4 2019 | $104,000 | +197.1% | 566 | +174.8% | 0.00% | – |
| Q3 2019 | $35,000 | +2.9% | 206 | -1.0% | 0.00% | – |
| Q2 2019 | $34,000 | -80.0% | 208 | -80.4% | 0.00% | – |
| Q1 2019 | $170,000 | -39.9% | 1,063 | -46.4% | 0.00% | – |
| Q4 2018 | $283,000 | -15.0% | 1,985 | +0.4% | 0.00% | – |
| Q3 2018 | $333,000 | +9.5% | 1,978 | +0.2% | 0.00% | – |
| Q2 2018 | $304,000 | +0.3% | 1,975 | -0.3% | 0.00% | – |
| Q1 2018 | $303,000 | +3.4% | 1,980 | +7.4% | 0.00% | – |
| Q4 2017 | $293,000 | +1173.9% | 1,844 | +1097.4% | 0.00% | – |
| Q3 2017 | $23,000 | +4.5% | 154 | +0.7% | 0.00% | – |
| Q2 2017 | $22,000 | 0.0% | 153 | 0.0% | 0.00% | – |
| Q1 2017 | $22,000 | +10.0% | 153 | 0.0% | 0.00% | – |
| Q4 2016 | $20,000 | -9.1% | 153 | -11.6% | 0.00% | – |
| Q3 2016 | $22,000 | -48.8% | 173 | -50.1% | 0.00% | – |
| Q2 2016 | $43,000 | -37.7% | 347 | -39.9% | 0.00% | – |
| Q1 2016 | $69,000 | -9.2% | 577 | -9.3% | 0.00% | – |
| Q4 2015 | $76,000 | +31.0% | 636 | +23.5% | 0.00% | – |
| Q3 2015 | $58,000 | -12.1% | 515 | -5.5% | 0.00% | – |
| Q2 2015 | $66,000 | 0.0% | 545 | +0.2% | 0.00% | – |
| Q1 2015 | $66,000 | +500.0% | 544 | +444.0% | 0.00% | – |
| Q2 2014 | $11,000 | – | 100 | – | 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% |