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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,119 | -1.4% | 3,391 | +1.6% | 0.00% | – |
| Q1 2022 | $210,000 | -34.6% | 3,338 | -31.0% | 0.00% | – |
| Q4 2021 | $321,000 | +8.1% | 4,836 | -1.2% | 0.00% | – |
| Q3 2021 | $297,000 | -19.5% | 4,896 | -19.4% | 0.00% | -100.0% |
| Q2 2021 | $369,000 | +8.5% | 6,071 | +299.9% | 0.00% | 0.0% |
| Q1 2021 | $340,000 | +3.0% | 1,518 | -0.1% | 0.00% | 0.0% |
| Q4 2020 | $330,000 | +11.5% | 1,520 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $296,000 | +0.7% | 1,518 | -10.0% | 0.00% | 0.0% |
| Q2 2020 | $294,000 | +14.0% | 1,686 | -4.3% | 0.00% | 0.0% |
| Q1 2020 | $258,000 | -3.4% | 1,761 | +21.8% | 0.00% | 0.0% |
| Q4 2019 | $267,000 | -1.5% | 1,446 | -10.1% | 0.00% | 0.0% |
| Q3 2019 | $271,000 | – | 1,609 | – | 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% |