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 | $367,000 | -3.4% | 6,224 | 0.0% | 0.16% | -5.4% |
| Q2 2023 | $380,000 | -15.6% | 6,224 | -21.9% | 0.17% | -23.3% |
| Q1 2023 | $450,000 | +7.4% | 7,969 | +0.1% | 0.22% | -5.2% |
| Q4 2022 | $419,000 | +6.6% | 7,963 | +0.1% | 0.23% | -7.6% |
| Q3 2022 | $393,000 | -4.8% | 7,956 | +0.1% | 0.25% | -2.0% |
| Q2 2022 | $413,000 | -25.0% | 7,949 | -4.1% | 0.26% | -13.0% |
| Q1 2022 | $551,000 | 0.0% | 8,290 | 0.0% | 0.29% | 0.0% |
| Q4 2021 | $551,000 | +7.2% | 8,290 | -2.1% | 0.29% | -1.0% |
| Q3 2021 | $514,000 | 0.0% | 8,466 | +0.1% | 0.30% | +2.8% |
| Q2 2021 | $514,000 | +8.4% | 8,461 | +300.0% | 0.29% | +1.8% |
| Q1 2021 | $474,000 | +3.5% | 2,115 | +0.0% | 0.28% | -9.0% |
| Q4 2020 | $458,000 | +9.6% | 2,114 | -1.4% | 0.31% | -1.9% |
| Q3 2020 | $418,000 | +8.6% | 2,143 | -2.9% | 0.32% | +3.6% |
| Q2 2020 | $385,000 | +1.9% | 2,207 | -6.0% | 0.31% | -4.1% |
| Q1 2020 | $378,000 | -12.7% | 2,347 | +0.1% | 0.32% | +5.3% |
| Q4 2019 | $433,000 | +9.9% | 2,345 | +0.1% | 0.30% | +5.2% |
| Q3 2019 | $394,000 | -8.6% | 2,343 | -10.3% | 0.29% | -6.2% |
| Q2 2019 | $431,000 | +3.4% | 2,612 | +0.2% | 0.31% | +1.7% |
| Q1 2019 | $417,000 | +3.0% | 2,607 | -8.2% | 0.30% | -9.9% |
| Q4 2018 | $405,000 | -4.9% | 2,841 | +12.3% | 0.34% | +1.2% |
| Q3 2018 | $426,000 | +9.5% | 2,529 | +0.1% | 0.33% | +6.4% |
| Q2 2018 | $389,000 | +10.8% | 2,527 | +10.4% | 0.31% | -12.1% |
| Q1 2018 | $351,000 | -6.1% | 2,289 | -2.7% | 0.35% | +9.6% |
| Q4 2017 | $374,000 | +10.0% | 2,352 | +4.2% | 0.32% | +8.0% |
| Q3 2017 | $340,000 | – | 2,258 | – | 0.30% | – |
Download | ||||||
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% |