NATIONS FINANCIAL GROUP INC, /IA/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 56 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,028,142
-5.9%
21,837
-0.6%
0.10%
-2.8%
Q2 2023$1,092,166
+5.9%
21,966
+0.9%
0.11%
-0.9%
Q1 2023$1,031,778
+3.2%
21,767
-0.7%
0.11%
-3.6%
Q4 2022$999,846
+6.8%
21,926
+0.0%
0.11%
-17.0%
Q3 2022$936,000
-4.3%
21,919
-0.9%
0.14%
+3.1%
Q2 2022$978,000
-17.7%
22,112
-0.5%
0.13%
-8.4%
Q1 2022$1,189,000
-5.9%
22,217
+0.7%
0.14%
-13.9%
Q4 2021$1,263,000
+2.4%
22,066
+0.3%
0.17%
-11.2%
Q3 2021$1,234,000
-4.2%
22,002
+0.2%
0.19%
-13.4%
Q2 2021$1,288,000
+6.7%
21,955
+310.2%
0.22%
-21.5%
Q1 2021$1,207,000
+19.9%
5,352
+4.9%
0.28%
+3.8%
Q4 2020$1,007,000
+35.3%
5,102
+7.5%
0.26%
+14.7%
Q3 2020$744,000
+10.9%
4,746
+7.2%
0.23%
-2.9%
Q2 2020$671,000
+18.8%
4,428
-1.7%
0.24%
-1.2%
Q1 2020$565,000
-28.8%
4,505
+7.1%
0.24%
-12.0%
Q4 2019$794,000
+6.4%
4,205
+1.5%
0.27%
+2.2%
Q3 2019$746,000
+3.5%
4,142
+0.3%
0.27%
-43.8%
Q2 2019$721,000
+8.3%
4,128
+5.0%
0.48%
+4.4%
Q1 2019$666,000
+13.8%
3,932
-0.7%
0.46%
-2.6%
Q4 2018$585,000
-14.7%
3,958
+3.9%
0.47%
-4.7%
Q3 2018$686,000
+8.2%
3,808
+7.4%
0.49%
-7.0%
Q2 2018$634,000
+21.5%
3,547
+14.6%
0.53%
+11.1%
Q1 2018$522,000
-5.8%
3,094
-2.8%
0.48%
-6.3%
Q4 2017$554,000
+9.3%
3,183
+4.6%
0.51%
+3.3%
Q3 2017$507,000
-5.4%
3,042
-8.3%
0.49%
+11.6%
Q2 2017$536,000
+26.4%
3,317
+24.7%
0.44%
+6.8%
Q1 2017$424,000
+24.3%
2,659
+21.9%
0.41%
+12.2%
Q4 2016$341,000
+8.9%
2,181
+0.9%
0.37%
+18.7%
Q3 2016$313,000
+19.9%
2,161
+11.6%
0.31%
+13.1%
Q2 2016$261,000
+27.3%
1,936
+25.8%
0.27%
+16.1%
Q1 2016$205,000
-1.0%
1,539
-4.5%
0.24%
-12.3%
Q4 2015$207,0001,6120.27%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 36,218$1,939,0000.86%
Richwood Investment Advisors, LLC 15,577$834,0000.74%
Sanford Advisory Services, LLC 23,635$1,267,0000.34%
Surevest, LLC 22,776$1,219,0000.29%
Aveo Capital Partners, LLC 21,675$1,160,0000.20%
FLAGSTAR ADVISORS INC 10,120$541,0000.17%
Gladstone Institutional Advisory LLC 41,242$2,2080.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,217$1,189,0000.14%
AVANTAX ADVISORY SERVICES, INC. 91,990$4,923,0000.07%
CHOREO, LLC 23,881$1,279,0000.06%
View complete list of ISHARES TR shareholders