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 | $591,687 | -2.5% | 10,046 | +1.1% | 0.00% | – |
| Q2 2023 | $606,670 | -3.9% | 9,932 | -11.2% | 0.00% | – |
| Q1 2023 | $631,176 | -2.7% | 11,189 | -9.2% | 0.00% | -100.0% |
| Q4 2022 | $648,639 | +8.1% | 12,322 | +1.4% | 0.00% | – |
| Q3 2022 | $600,000 | +4.0% | 12,155 | +9.5% | 0.00% | – |
| Q2 2022 | $577,000 | -11.6% | 11,104 | +6.8% | 0.00% | – |
| Q1 2022 | $653,000 | -36.8% | 10,395 | -33.2% | 0.00% | -100.0% |
| Q4 2021 | $1,033,000 | +9.0% | 15,558 | -0.4% | 0.00% | 0.0% |
| Q3 2021 | $948,000 | -34.2% | 15,622 | -34.2% | 0.00% | 0.0% |
| Q2 2021 | $1,441,000 | +5.0% | 23,731 | +287.7% | 0.00% | 0.0% |
| Q1 2021 | $1,373,000 | +1.6% | 6,121 | -1.9% | 0.00% | 0.0% |
| Q4 2020 | $1,352,000 | +6.5% | 6,237 | -4.2% | 0.00% | 0.0% |
| Q3 2020 | $1,270,000 | +5.1% | 6,513 | -5.9% | 0.00% | 0.0% |
| Q2 2020 | $1,208,000 | +13.0% | 6,919 | -5.1% | 0.00% | 0.0% |
| Q1 2020 | $1,069,000 | -41.1% | 7,294 | -25.9% | 0.00% | 0.0% |
| Q4 2019 | $1,815,000 | +10.9% | 9,840 | +1.0% | 0.00% | 0.0% |
| Q3 2019 | $1,637,000 | +1.5% | 9,747 | -0.2% | 0.00% | 0.0% |
| Q2 2019 | $1,613,000 | -1.8% | 9,766 | -4.9% | 0.00% | -50.0% |
| Q1 2019 | $1,643,000 | +4.7% | 10,265 | -6.7% | 0.00% | 0.0% |
| Q4 2018 | $1,569,000 | -34.5% | 11,008 | -22.7% | 0.00% | 0.0% |
| Q3 2018 | $2,396,000 | -14.7% | 14,234 | -22.0% | 0.00% | -33.3% |
| Q2 2018 | $2,808,000 | +7.8% | 18,247 | +7.3% | 0.00% | +50.0% |
| Q1 2018 | $2,606,000 | -1.1% | 17,006 | +2.5% | 0.00% | 0.0% |
| Q4 2017 | $2,635,000 | +67.7% | 16,586 | +59.1% | 0.00% | +100.0% |
| Q3 2017 | $1,571,000 | +20.8% | 10,424 | +17.4% | 0.00% | 0.0% |
| Q2 2017 | $1,300,000 | +14.5% | 8,880 | +11.0% | 0.00% | 0.0% |
| Q1 2017 | $1,135,000 | +18.5% | 7,998 | +10.8% | 0.00% | 0.0% |
| Q4 2016 | $958,000 | +52.8% | 7,220 | +47.6% | 0.00% | 0.0% |
| Q3 2016 | $627,000 | +1293.3% | 4,892 | +1187.4% | 0.00% | – |
| Q1 2016 | $45,000 | -16.7% | 380 | -16.7% | 0.00% | – |
| Q4 2015 | $54,000 | -33.3% | 456 | -36.8% | 0.00% | – |
| Q3 2015 | $81,000 | +9.5% | 722 | +18.2% | 0.00% | – |
| Q2 2015 | $74,000 | +10.4% | 611 | +10.1% | 0.00% | – |
| Q1 2015 | $67,000 | +19.6% | 555 | +23.3% | 0.00% | – |
| Q4 2014 | $56,000 | +30.2% | 450 | +20.3% | 0.00% | – |
| Q3 2014 | $43,000 | 0.0% | 374 | 0.0% | 0.00% | – |
| Q2 2014 | $43,000 | +4.9% | 374 | 0.0% | 0.00% | – |
| Q1 2014 | $41,000 | +5.1% | 374 | +2.7% | 0.00% | – |
| Q4 2013 | $39,000 | +30.0% | 364 | +19.3% | 0.00% | – |
| Q3 2013 | $30,000 | – | 305 | – | 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% |