ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 134 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,303 | +8.9% | 1,614 | +24.4% | 0.00% | – |
| Q3 2021 | $82,000 | -55.2% | 1,297 | -7.8% | 0.00% | – |
| Q4 2016 | $183,000 | -16.1% | 1,406 | -17.4% | 0.00% | – |
| Q3 2016 | $218,000 | -28.8% | 1,702 | -31.6% | 0.00% | – |
| Q2 2016 | $306,000 | +3.0% | 2,490 | 0.0% | 0.00% | – |
| Q1 2016 | $297,000 | +0.3% | 2,490 | 0.0% | 0.00% | – |
| Q4 2015 | $296,000 | +6.1% | 2,490 | 0.0% | 0.00% | – |
| Q3 2015 | $279,000 | -12.5% | 2,490 | -5.7% | 0.00% | – |
| Q2 2015 | $319,000 | -0.3% | 2,640 | 0.0% | 0.00% | – |
| Q1 2015 | $320,000 | -2.1% | 2,640 | 0.0% | 0.00% | – |
| Q4 2014 | $327,000 | -8.7% | 2,640 | -15.1% | 0.00% | – |
| Q3 2014 | $358,000 | +26.5% | 3,110 | +24.9% | 0.00% | – |
| Q2 2014 | $283,000 | +2.9% | 2,490 | 0.0% | 0.00% | – |
| Q1 2014 | $275,000 | +2.2% | 2,490 | 0.0% | 0.00% | – |
| Q4 2013 | $269,000 | +8.9% | 2,490 | 0.0% | 0.00% | – |
| Q3 2013 | $247,000 | +2.9% | 2,490 | 0.0% | 0.00% | – |
| Q2 2013 | $240,000 | – | 2,490 | – | 0.00% | – |
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% |