MAI Capital Management - 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
MAI Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$212,000
-10.9%
4,8000.0%0.00%0.0%
Q4 2021$238,000
+0.8%
4,8000.0%0.00%
-20.0%
Q3 2021$236,000
-5.2%
4,8000.0%0.01%0.0%
Q2 2021$249,000
+3.8%
4,800
+500.0%
0.01%0.0%
Q1 2021$240,000
-1.2%
8000.0%0.01%
-16.7%
Q4 2020$243,0008000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 57,128$2,524,0001.99%
Matrix Trust Co 146,851$6,489,0001.60%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Swaine & Leidel Wealth Services, LLC 1,947$1,947,0001.50%
Integrity Financial Corp /WA 26,854$1,187,0000.97%
Opes Wealth Management LLC 65,155$2,879,0000.94%
BEAM WEALTH ADVISORS, INC. 13,391$592,0000.68%
CREATIVE FINANCIAL DESIGNS INC /ADV 76,668$3,388,0000.52%
Aspire Wealth Management Corp 13,962$617,0000.49%
Courage Miller Partners, LLC 20,325$898,0000.36%
View complete list of ISHARES TR shareholders