ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 125 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,512
-99.0%
50
-98.9%
0.00%
-100.0%
Q1 2024$335,763
+5530.8%
4,628
+5159.1%
0.00%
Q4 2023$5,963
-78.5%
88
-79.8%
0.00%
Q2 2023$27,773
-44.1%
436
-45.7%
0.00%
Q1 2023$49,690
-30.0%
803
-22.5%
0.00%
Q1 2022$71,000
-88.1%
1,036
-88.1%
0.00%
-100.0%
Q4 2021$595,000
+2487.0%
8,718
+2288.5%
0.00%
Q2 2021$23,0003650.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 112,516$18,114,0004.03%
Courage Miller Partners, LLC 13,092$2,108,0001.16%
Marietta Wealth Management, LLC 18,631$2,999,0001.09%
TAP Consulting, LLC 7,798$1,255,0000.74%
GHP Investment Advisors, Inc. 24,018$3,867,0000.48%
PACIFIC SUN FINANCIAL CORP 2,400$386,0000.36%
NWAM LLC 10,460$1,684,0000.32%
PLANNING DIRECTIONS INC 1,587$255,0000.24%
Titus Wealth Management 1,300$209,0000.19%
Bell Rock Capital LLC 1,102$179,0000.16%
View complete list of ISHARES TR shareholders