Placemark Investments, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$430,000
+2.1%
2,922
-3.5%
0.01%0.0%
Q3 2014$421,000
-69.0%
3,028
-68.5%
0.01%
-66.7%
Q2 2014$1,356,000
-8.5%
9,618
-12.4%
0.02%
-14.3%
Q1 2014$1,482,000
+239.1%
10,980
+224.9%
0.03%
+300.0%
Q4 2013$437,000
-2.2%
3,379
-10.2%
0.01%
-12.5%
Q3 2013$447,000
+5.2%
3,763
-1.4%
0.01%
-11.1%
Q2 2013$425,0003,8150.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 302,335$20,272,0005.30%
PACIFIC FINANCIAL GROUP INC 108,564$7,279,0005.03%
Benchmark Wealth Management, LLC 88,676$5,946,0004.08%
Brand Asset Management Group, Inc. 44,342$2,973,0001.44%
Karp Capital Management Corp 70,283$4,713,0000.70%
Marshall Financial Group LLC 17,504$1,174,0000.63%
S.A. Mason LLC 12,633$847,0000.58%
Ten Capital Wealth Advisors, LLC 32,384$2,171,0000.49%
DB Wealth Management Group, LLC 7,559$507,0000.32%
AVANTAX ADVISORY SERVICES, INC. 229,092$15,358,0000.28%
View complete list of ISHARES TR shareholders