ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 131 filers reported holding ISHARES TR in Q2 2023. 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 | 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% |