ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 105 filers reported holding ISHARES TR in Q2 2022. 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
Q3 2023$29,186
-9.9%
753
-3.7%
0.00%
Q2 2023$32,383
+6.2%
7820.0%0.00%
Q1 2023$30,484
+8.2%
7820.0%0.00%
Q4 2022$28,183
+4.4%
7820.0%0.00%
Q3 2022$27,000
-3.6%
7820.0%0.00%
Q2 2022$28,000
-20.0%
7820.0%0.00%
Q1 2022$35,000
-12.5%
782
-2.2%
0.00%
Q4 2021$40,000
+344.4%
800
+323.3%
0.00%
Q3 2021$9,000
-10.0%
1890.0%0.00%
Q2 2021$10,000
-9.1%
189
-10.0%
0.00%
Q1 2021$11,0000.0%210
+500.0%
0.00%
Q4 2020$11,000
+22.2%
35
-2.8%
0.00%
Q3 2020$9,000
+12.5%
360.0%0.00%
Q2 2020$8,000
+33.3%
360.0%0.00%
Q1 2020$6,000
-25.0%
360.0%0.00%
Q4 2019$8,000
-20.0%
36
-30.8%
0.00%
Q3 2019$10,000
-9.1%
520.0%0.00%
Q2 2019$11,000
-15.4%
52
-22.4%
0.00%
Q1 2019$13,000
+18.2%
670.0%0.00%
Q4 2018$11,000
-21.4%
670.0%0.00%
Q3 2018$14,000
+7.7%
670.0%0.00%
Q2 2018$13,000
+8.3%
670.0%0.00%
Q1 2018$12,0000.0%670.0%0.00%
Q4 2017$12,000
+9.1%
670.0%0.00%
Q3 2017$11,0000.0%670.0%0.00%
Q2 2017$11,000
+10.0%
670.0%0.00%
Q1 2017$10,0000.0%670.0%0.00%
Q4 2016$10,0000.0%670.0%0.00%
Q3 2016$10,000
+11.1%
670.0%0.00%
Q2 2016$9,0000.0%670.0%0.00%
Q1 2016$9,0000.0%670.0%0.00%
Q4 2015$9,000670.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 57,128$2,524,0001.99%
Matrix Trust Co 146,851$6,489,0001.60%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Swaine & Leidel Wealth Services, LLC 1,947$1,947,0001.50%
Integrity Financial Corp /WA 26,854$1,187,0000.97%
Opes Wealth Management LLC 65,155$2,879,0000.94%
BEAM WEALTH ADVISORS, INC. 13,391$592,0000.68%
CREATIVE FINANCIAL DESIGNS INC /ADV 76,668$3,388,0000.52%
Aspire Wealth Management Corp 13,962$617,0000.49%
Courage Miller Partners, LLC 20,325$898,0000.36%
View complete list of ISHARES TR shareholders