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 | $3,399,510 | +19.9% | 57,721 | +24.4% | 0.00% | 0.0% |
| Q2 2023 | $2,834,475 | -6.1% | 46,406 | -13.3% | 0.00% | 0.0% |
| Q1 2023 | $3,018,936 | +5.0% | 53,517 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $2,873,986 | +0.6% | 54,597 | -5.6% | 0.00% | 0.0% |
| Q3 2022 | $2,856,000 | -9.9% | 57,835 | -5.2% | 0.00% | 0.0% |
| Q2 2022 | $3,170,000 | -14.5% | 61,018 | +3.4% | 0.00% | 0.0% |
| Q1 2022 | $3,709,000 | -7.4% | 59,006 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $4,004,000 | -21.9% | 60,285 | -28.6% | 0.00% | 0.0% |
| Q3 2021 | $5,128,000 | -2.6% | 84,491 | -2.5% | 0.00% | 0.0% |
| Q2 2021 | $5,265,000 | -14.4% | 86,681 | +216.2% | 0.00% | 0.0% |
| Q1 2021 | $6,148,000 | -16.4% | 27,414 | -19.2% | 0.00% | -50.0% |
| Q4 2020 | $7,353,000 | +12.3% | 33,914 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $6,549,000 | +1.6% | 33,582 | -9.1% | 0.00% | 0.0% |
| Q2 2020 | $6,446,000 | +12.6% | 36,932 | -5.4% | 0.00% | 0.0% |
| Q1 2020 | $5,725,000 | -19.0% | 39,053 | +1.9% | 0.00% | 0.0% |
| Q4 2019 | $7,072,000 | +1.9% | 38,335 | -7.2% | 0.00% | 0.0% |
| Q3 2019 | $6,938,000 | +5.4% | 41,313 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $6,582,000 | -8.7% | 39,861 | -11.5% | 0.00% | 0.0% |
| Q1 2019 | $7,208,000 | +11.1% | 45,046 | -1.1% | 0.00% | 0.0% |
| Q4 2018 | $6,490,000 | -29.7% | 45,536 | -17.0% | 0.00% | -33.3% |
| Q3 2018 | $9,230,000 | +26.9% | 54,842 | +16.0% | 0.00% | +50.0% |
| Q2 2018 | $7,274,000 | +11.1% | 47,264 | +10.7% | 0.00% | 0.0% |
| Q1 2018 | $6,546,000 | -0.4% | 42,699 | +3.3% | 0.00% | 0.0% |
| Q4 2017 | $6,571,000 | -4.0% | 41,352 | -8.9% | 0.00% | 0.0% |
| Q3 2017 | $6,844,000 | +6.8% | 45,410 | +3.7% | 0.00% | 0.0% |
| Q2 2017 | $6,407,000 | +14.8% | 43,772 | +11.3% | 0.00% | 0.0% |
| Q1 2017 | $5,581,000 | -39.4% | 39,342 | -43.3% | 0.00% | -33.3% |
| Q4 2016 | $9,210,000 | +74.8% | 69,422 | +68.9% | 0.00% | +50.0% |
| Q3 2016 | $5,270,000 | -17.3% | 41,096 | -20.9% | 0.00% | 0.0% |
| Q2 2016 | $6,376,000 | +42.5% | 51,940 | +38.3% | 0.00% | 0.0% |
| Q1 2016 | $4,473,000 | -55.4% | 37,557 | -55.4% | 0.00% | -50.0% |
| Q4 2015 | $10,018,000 | +381.2% | 84,131 | +352.1% | 0.00% | +300.0% |
| Q3 2015 | $2,082,000 | -40.0% | 18,609 | -35.2% | 0.00% | 0.0% |
| Q2 2015 | $3,471,000 | -68.5% | 28,721 | -68.4% | 0.00% | -50.0% |
| Q1 2015 | $11,024,000 | +226.2% | 90,870 | +232.2% | 0.00% | +100.0% |
| Q4 2014 | $3,380,000 | +138.0% | 27,356 | +121.9% | 0.00% | 0.0% |
| Q3 2014 | $1,420,000 | -14.7% | 12,326 | -15.7% | 0.00% | 0.0% |
| Q2 2014 | $1,664,000 | +7.7% | 14,620 | +4.6% | 0.00% | 0.0% |
| Q1 2014 | $1,545,000 | +11.6% | 13,974 | +8.8% | 0.00% | 0.0% |
| Q4 2013 | $1,385,000 | +22.7% | 12,845 | +13.0% | 0.00% | 0.0% |
| Q3 2013 | $1,129,000 | +69.5% | 11,364 | +64.4% | 0.00% | – |
| Q2 2013 | $666,000 | – | 6,911 | – | 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% |