ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 94 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $503,177 | +5.5% | 8,920 | -1.5% | 0.34% | +0.3% |
Q4 2022 | $476,918 | +6.7% | 9,060 | 0.0% | 0.34% | +7.0% |
Q3 2022 | $447,000 | -5.1% | 9,060 | 0.0% | 0.31% | +1.0% |
Q2 2022 | $471,000 | -17.2% | 9,060 | 0.0% | 0.31% | -0.3% |
Q1 2022 | $569,000 | -8.2% | 9,060 | -3.0% | 0.31% | -5.7% |
Q4 2021 | $620,000 | +9.3% | 9,340 | 0.0% | 0.33% | +1.5% |
Q3 2021 | $567,000 | +12.7% | 9,340 | +262.0% | 0.33% | -22.4% |
Q3 2020 | $503,000 | +10.1% | 2,580 | -1.5% | 0.42% | +1.9% |
Q2 2020 | $457,000 | +19.0% | 2,620 | 0.0% | 0.41% | -6.6% |
Q1 2020 | $384,000 | -19.7% | 2,620 | +1.2% | 0.44% | +4.8% |
Q4 2019 | $478,000 | +1.9% | 2,590 | -7.3% | 0.42% | -4.8% |
Q3 2019 | $469,000 | +1.7% | 2,794 | 0.0% | 0.44% | +0.2% |
Q2 2019 | $461,000 | +6.2% | 2,794 | +5.4% | 0.44% | -1.3% |
Q2 2018 | $434,000 | +18.6% | 2,650 | +11.1% | 0.45% | -7.5% |
Q1 2018 | $366,000 | – | 2,385 | – | 0.48% | – |
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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% |