OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$60,000
+1.7%
1,2000.0%0.02%
-8.0%
Q3 2021$59,000
-4.8%
1,2000.0%0.02%
+31.6%
Q2 2021$62,000
+3.3%
1,200
+500.0%
0.02%
+5.6%
Q1 2021$60,000
-35.5%
200
-34.4%
0.02%
-35.7%
Q4 2020$93,0003050.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 51,376$2,002,7391.62%
Matrix Trust Co 143,890$5,6091.51%
Opes Wealth Management LLC 94,586$3,687,1801.19%
Gallagher Fiduciary Advisors, LLC 334,277$13,031,3941.08%
Black Diamond Financial, LLC 72,431$2,823,5270.93%
Asset Allocation Strategies LLC 7,773$303,0240.87%
VAUGHAN & Co SECURITIES, INC. 26,668$1,039,5800.77%
CREATIVE FINANCIAL DESIGNS INC /ADV 101,067$3,939,8280.52%
Certified Advisory Corp 63,830$2,488,2570.44%
Breakwater Capital Group 22,083$860,8460.36%
View complete list of ISHARES TR shareholders