AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 231 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,852,893
+1.2%
294,992
+8.0%
0.19%
-0.5%
Q2 2023$16,647,590
+17.4%
273,180
+10.9%
0.19%
+9.2%
Q1 2023$14,174,734
+49.0%
246,260
+39.5%
0.17%
+37.0%
Q4 2022$9,514,643
+15.3%
176,590
+7.8%
0.13%0.0%
Q3 2022$8,252,000
+1.1%
163,803
+4.2%
0.13%
+3.3%
Q2 2022$8,163,000
-22.7%
157,155
-4.4%
0.12%
-15.2%
Q1 2022$10,561,000
-9.1%
164,386
+3.6%
0.14%
-17.1%
Q4 2021$11,621,000
+12.3%
158,659
+5.7%
0.18%
+1.7%
Q3 2021$10,345,000
+2.4%
150,095
+2.4%
0.17%
-6.0%
Q2 2021$10,098,000
+21.2%
146,536
+566.1%
0.18%
+2.2%
Q1 2021$8,330,000
+25.9%
21,999
+27.4%
0.18%
+14.0%
Q4 2020$6,615,000
-48.3%
17,262
-56.8%
0.16%
-23.4%
Q3 2020$12,805,000
+207.0%
39,962
+181.2%
0.20%
+70.8%
Q2 2020$4,171,000
+40.1%
14,211
+4.1%
0.12%
+34.8%
Q1 2020$2,977,000
-7.7%
13,646
+11.2%
0.09%
+18.7%
Q4 2019$3,226,000
+13.0%
12,277
+4.7%
0.08%
-34.8%
Q3 2019$2,854,000
+8.4%
11,726
+12.0%
0.12%
-0.9%
Q2 2019$2,632,000
+13.8%
10,466
+6.5%
0.12%
-5.7%
Q1 2019$2,313,000
+52.3%
9,830
+26.0%
0.12%
-51.8%
Q4 2018$1,519,0007,8000.26%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Provident Wealth Management, LLC 14,162$3,089,0003.77%
Matrix Trust Co 56,617$12,349,0003.34%
Systelligence, LLC 29,271$6,384,0002.98%
Summit Asset Management, LLC 13,951$3,043,0001.64%
Courage Miller Partners, LLC 8,813$1,922,0001.18%
Townsend & Associates, Inc 4,180$938,0000.98%
CAPITAL WEALTH MANAGEMENT, LLC 2,925$638,0000.80%
Empowered Funds, LLC 12,173$3,201,0000.71%
Neumann Capital Management, LLC 3,994$871,0000.63%
TAP Consulting, LLC 4,055$884,0000.60%
View complete list of ISHARES TR shareholders