AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 71 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,620,112
+0.5%
48,634
+4.9%
0.02%
-17.4%
Q1 2024$2,606,637
-74.3%
46,372
-75.4%
0.02%
-77.2%
Q4 2023$10,124,953
+17.0%
188,879
+2.7%
0.10%
+4.1%
Q3 2023$8,655,532
-5.6%
183,838
-0.3%
0.10%
-7.6%
Q2 2023$9,166,405
+5.0%
184,358
+0.1%
0.10%
-1.9%
Q1 2023$8,726,391
+4.2%
184,100
+0.3%
0.11%
-4.5%
Q4 2022$8,371,799
+11.7%
183,589
+4.6%
0.11%
-2.6%
Q3 2022$7,495,000
-6.4%
175,522
-3.0%
0.12%
-5.0%
Q2 2022$8,004,000
+62.6%
180,868
+96.6%
0.12%
+77.9%
Q1 2022$4,923,000
-0.1%
91,990
+6.8%
0.07%
-8.1%
Q4 2021$4,928,000
+18.0%
86,114
+15.8%
0.07%
+5.7%
Q3 2021$4,177,000
+10.0%
74,387
+14.9%
0.07%
+1.4%
Q2 2021$3,798,000
+21.0%
64,715
+365.1%
0.07%
+3.0%
Q1 2021$3,140,000
+92.8%
13,913
+69.2%
0.07%
+71.8%
Q4 2020$1,629,000
-70.7%
8,221
-76.8%
0.04%
-56.2%
Q3 2020$5,553,000
+437.0%
35,389
+418.1%
0.09%
+196.7%
Q2 2020$1,034,000
+25.3%
6,831
+3.8%
0.03%
+20.0%
Q1 2020$825,000
-24.2%
6,584
+14.0%
0.02%0.0%
Q4 2019$1,089,000
+37.5%
5,773
+27.6%
0.02%
-21.9%
Q3 2019$792,000
+28.6%
4,524
+28.3%
0.03%
+18.5%
Q2 2019$616,000
+10.6%
3,527
+7.2%
0.03%
-10.0%
Q1 2019$557,000
+17.3%
3,290
+2.7%
0.03%
-62.5%
Q4 2018$475,0003,2050.08%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 32,492$1,388,0000.77%
Richwood Investment Advisors, LLC 13,677$584,0000.64%
Surevest, LLC 25,216$1,077,0000.29%
Sanford Advisory Services, LLC 23,308$996,0000.28%
Aveo Capital Partners, LLC 19,714$842,0000.14%
FLAGSTAR ADVISORS INC 8,851$377,981,0000.14%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,919$936,0000.14%
Gladstone Institutional Advisory LLC 40,032$1,7090.13%
AVANTAX ADVISORY SERVICES, INC. 175,522$7,495,0000.12%
CHOREO, LLC 23,812$1,017,0000.06%
View complete list of ISHARES TR shareholders