OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 106 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 50,653$1,963,3141.57%
Matrix Trust Co 149,473$5,7941.51%
Opes Wealth Management LLC 106,426$4,125,0721.14%
Gallagher Fiduciary Advisors, LLC 311,609$12,077,9581.06%
Black Diamond Financial, LLC 82,442$3,195,4510.98%
VAUGHAN & Co SECURITIES, INC. 25,278$979,7750.73%
BEAM WEALTH ADVISORS, INC. 24,457$947,9590.67%
Asset Allocation Strategies LLC 32,092$1,243,9060.57%
Certified Advisory Corp 74,374$2,882,7360.53%
CREATIVE FINANCIAL DESIGNS INC /ADV 83,654$3,242,4180.38%
View complete list of ISHARES TR shareholders