AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 108 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,433,892
-6.2%
90,974
-0.6%
0.06%
-7.6%
Q2 2023$5,793,481
+0.8%
91,539
-3.4%
0.07%
-5.7%
Q1 2023$5,746,744
-54.0%
94,768
-55.5%
0.07%
-58.1%
Q4 2022$12,502,050
+11.8%
213,091
+2.6%
0.17%
-2.9%
Q3 2022$11,186,000
-5.5%
207,608
-1.2%
0.17%
-3.4%
Q2 2022$11,841,000
-19.6%
210,133
-4.0%
0.18%
-11.9%
Q1 2022$14,726,000
-10.0%
218,828
-5.0%
0.20%
-18.2%
Q4 2021$16,369,000
+6.2%
230,281
-0.4%
0.25%
-3.9%
Q3 2021$15,412,000
+0.4%
231,249
+0.9%
0.26%
-7.9%
Q2 2021$15,358,000
+9.9%
229,092
+313.1%
0.28%
-7.0%
Q1 2021$13,973,000
+12.6%
55,453
+4.7%
0.30%
+1.7%
Q4 2020$12,405,000
-30.9%
52,941
-41.0%
0.30%
+2.4%
Q3 2020$17,944,000
+98.1%
89,707
+82.6%
0.29%
+10.3%
Q2 2020$9,056,000
+29.8%
49,123
+7.9%
0.26%
+25.5%
Q1 2020$6,978,000
-27.2%
45,538
-0.5%
0.21%
-6.3%
Q4 2019$9,585,000
+925.1%
45,774
+869.6%
0.22%
+484.2%
Q3 2019$935,000
+6.1%
4,721
+3.9%
0.04%
-2.6%
Q2 2019$881,000
+5.5%
4,544
+2.3%
0.04%
-11.4%
Q1 2019$835,000
+17.9%
4,444
+1.6%
0.04%
-63.0%
Q4 2018$708,0004,3750.12%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 72,357$4,245,1805.26%
PACIFIC FINANCIAL GROUP INC 95,990$5,631,7184.22%
Benchmark Wealth Management, LLC 84,468$4,955,7383.57%
Matrix Trust Co 148,922$8,7372.21%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 95,298$5,591,1461.98%
OmniStar Financial Group, Inc. 22,949$1,346,3951.53%
Sunburst Financial Group, LLC 62,331$3,656,9601.46%
Pitti Group Wealth Management, LLC 17,703$1,038,6061.24%
Brand Asset Management Group, Inc. 38,370$2,251,1731.14%
Empirical Asset Management, LLC 13,095$768,2620.81%
View complete list of ISHARES TR shareholders