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 | $682,423 | -10.3% | 11,587 | -7.0% | 0.04% | -8.9% |
| Q2 2023 | $760,690 | +4.5% | 12,454 | -3.4% | 0.04% | -2.2% |
| Q1 2023 | $727,633 | +101952.3% | 12,899 | -4.8% | 0.05% | +2.2% |
| Q4 2022 | $713 | -99.9% | 13,549 | -13.1% | 0.04% | -18.2% |
| Q3 2022 | $770,000 | -5.6% | 15,598 | -0.7% | 0.06% | -1.8% |
| Q2 2022 | $816,000 | -20.0% | 15,707 | -3.2% | 0.06% | -13.8% |
| Q1 2022 | $1,020,000 | -11.0% | 16,224 | -6.0% | 0.06% | -11.0% |
| Q4 2021 | $1,146,000 | +6.1% | 17,254 | -3.0% | 0.07% | -2.7% |
| Q3 2021 | $1,080,000 | -1.5% | 17,794 | -1.4% | 0.08% | -1.3% |
| Q2 2021 | $1,097,000 | +2.5% | 18,053 | +278.3% | 0.08% | -1.3% |
| Q1 2021 | $1,070,000 | +2.4% | 4,772 | -1.0% | 0.08% | -4.9% |
| Q4 2020 | $1,045,000 | +7.4% | 4,820 | -3.4% | 0.08% | -3.6% |
| Q3 2020 | $973,000 | -11.5% | 4,990 | -20.8% | 0.08% | -15.2% |
| Q2 2020 | $1,100,000 | +18.2% | 6,300 | -0.8% | 0.10% | +4.2% |
| Q1 2020 | $931,000 | -22.7% | 6,350 | -2.7% | 0.10% | -4.0% |
| Q4 2019 | $1,204,000 | +10.7% | 6,529 | -1.7% | 0.10% | 0.0% |
| Q3 2019 | $1,088,000 | -2.2% | 6,643 | -1.4% | 0.10% | -10.0% |
| Q2 2019 | $1,113,000 | +2.6% | 6,740 | -0.6% | 0.11% | -4.3% |
| Q1 2019 | $1,085,000 | +7.7% | 6,780 | -4.1% | 0.12% | -7.3% |
| Q4 2018 | $1,007,000 | – | 7,068 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 90,594 | $6,016,000 | 3.89% |
| Brand Asset Management Group, Inc. | 71,037 | $4,718,000 | 2.12% |
| Dentgroup LLC | 15,338 | $1,019,000 | 0.96% |
| Equitable Holdings, Inc. | 690,178 | $45,834,000 | 0.72% |
| West Coast Financial LLC | 41,378 | $2,748,000 | 0.39% |
| Red Tortoise LLC | 7,232 | $480,000 | 0.33% |
| PACIFIC SUN FINANCIAL CORP | 9,340 | $620,000 | 0.33% |
| LANDAAS & CO /WI /ADV | 8,290 | $551,000 | 0.29% |
| Karn, Couzens & Associates, Inc. | 5,932 | $394,000 | 0.27% |
| FLAGSTAR ADVISORS INC | 12,278 | $815,000 | 0.25% |