BOK Financial Private Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 70 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BOK Financial Private Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,505
-4.8%
8560.0%0.00%
+33.3%
Q2 2023$42,561
+4.9%
8560.0%0.00%0.0%
Q1 2023$40,575
+3.9%
8560.0%0.00%0.0%
Q4 2022$39,034
+5.5%
8560.0%0.00%0.0%
Q3 2022$37,000
-2.6%
8560.0%0.00%0.0%
Q2 2022$38,0008560.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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