ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 29 filers reported holding ISHARES TR in Q2 2020. 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$1,296,765
+14.6%
28,734
+18.2%
0.01%
+25.0%
Q2 2023$1,131,714
+61.2%
24,319
+63.1%
0.00%
+33.3%
Q1 2023$701,932
+127.3%
14,906
+121.8%
0.00%
+200.0%
Q4 2022$308,872
-21.2%
6,719
-21.8%
0.00%
-50.0%
Q3 2022$392,000
+10.7%
8,596
+16.0%
0.00%0.0%
Q2 2022$354,000
+60.9%
7,410
+70.1%
0.00%
+100.0%
Q1 2022$220,000
-7.9%
4,357
-1.1%
0.00%0.0%
Q4 2021$239,000
-1.2%
4,4070.0%0.00%0.0%
Q3 2021$242,000
+0.4%
4,4070.0%0.00%0.0%
Q2 2021$241,000
+11.6%
4,407
+11.5%
0.00%0.0%
Q1 2021$216,000
+5.9%
3,952
+9.0%
0.00%0.0%
Q4 2020$204,000
+1.0%
3,6250.0%0.00%0.0%
Q3 2020$202,000
-12.6%
3,625
-14.0%
0.00%
-50.0%
Q2 2020$231,000
+99.1%
4,215
+92.7%
0.00%
+100.0%
Q1 2020$116,000
+17.2%
2,187
+19.1%
0.00%0.0%
Q4 2019$99,000
+37.5%
1,837
+41.5%
0.00%0.0%
Q3 2019$72,0001,2980.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 69,604$3,819,0001.45%
NICOLA WEALTH MANAGEMENT LTD. 155,000$8,505,0000.88%
Blue Barn Wealth, LLC 14,460$793,0000.70%
Berger Financial Group, Inc 53,075$2,912,0000.52%
FundX Investment Group, LLC 19,843$1,089,0000.52%
LFA - Lugano Financial Advisors SA 10,000$549,0000.36%
Mascoma Wealth Management LLC 11,573$635,0000.25%
Lokken Investment Group LLC 5,399$296,0000.24%
KESTRA PRIVATE WEALTH SERVICES, LLC 74,285$4,076,0000.23%
WEDBUSH SECURITIES INC 71,866$3,943,0000.19%
View complete list of ISHARES TR shareholders