ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $754,227 | -7.1% | 12,747 | -4.1% | 0.06% | -4.8% |
| Q2 2023 | $812,058 | +9.9% | 13,295 | +1.5% | 0.06% | +8.8% |
| Q1 2023 | $739,083 | +7.3% | 13,102 | +0.1% | 0.06% | +1.8% |
| Q4 2022 | $688,741 | +10.7% | 13,084 | +3.9% | 0.06% | -5.1% |
| Q3 2022 | $622,000 | -6.3% | 12,597 | -1.4% | 0.06% | +5.4% |
| Q2 2022 | $664,000 | -13.7% | 12,770 | +4.4% | 0.06% | 0.0% |
| Q1 2022 | $769,000 | -0.8% | 12,233 | +4.9% | 0.06% | +27.3% |
| Q4 2021 | $775,000 | +10.1% | 11,663 | +0.5% | 0.04% | +2.3% |
| Q3 2021 | $704,000 | -0.7% | 11,606 | -0.5% | 0.04% | -2.3% |
| Q2 2021 | $709,000 | +10.4% | 11,667 | +307.4% | 0.04% | -2.2% |
| Q1 2021 | $642,000 | -9.8% | 2,864 | -12.8% | 0.04% | -16.7% |
| Q4 2020 | $712,000 | +5.0% | 3,285 | -5.5% | 0.05% | -8.5% |
| Q3 2020 | $678,000 | +16.5% | 3,475 | +4.3% | 0.06% | +3.5% |
| Q2 2020 | $582,000 | +21.5% | 3,333 | +2.1% | 0.06% | +7.5% |
| Q1 2020 | $479,000 | -13.2% | 3,265 | +9.1% | 0.05% | -3.6% |
| Q4 2019 | $552,000 | +302.9% | 2,994 | +266.0% | 0.06% | +61.8% |
| Q3 2019 | $137,000 | -78.4% | 818 | -78.7% | 0.03% | -46.9% |
| Q2 2019 | $634,000 | +3.4% | 3,837 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $613,000 | +7.7% | 3,837 | -3.9% | 0.06% | -7.4% |
| Q4 2018 | $569,000 | +1796.7% | 3,993 | +2118.3% | 0.07% | +750.0% |
| Q3 2018 | $30,000 | – | 180 | – | 0.01% | – |
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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% |