REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 61 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$15,0000.0%3000.0%0.00%0.0%
Q3 2021$15,000
-6.2%
3000.0%0.00%0.0%
Q2 2021$16,000
+6.7%
300
+500.0%
0.00%0.0%
Q1 2021$15,0000.0%500.0%0.00%0.0%
Q4 2020$15,000
+25.0%
500.0%0.00%0.0%
Q3 2020$12,000
+9.1%
500.0%0.00%0.0%
Q2 2020$11,000
+37.5%
500.0%0.00%0.0%
Q1 2020$8,000
-27.3%
500.0%0.00%0.0%
Q4 2019$11,000
+10.0%
500.0%0.00%0.0%
Q3 2019$10,0000.0%500.0%0.00%0.0%
Q2 2019$10,0000.0%500.0%0.00%0.0%
Q1 2019$10,000
+25.0%
500.0%0.00%0.0%
Q4 2018$8,000
-27.3%
500.0%0.00%0.0%
Q3 2018$11,000
+10.0%
500.0%0.00%0.0%
Q2 2018$10,000
+11.1%
500.0%0.00%0.0%
Q1 2018$9,0000.0%500.0%0.00%0.0%
Q4 2017$9,000
+12.5%
500.0%0.00%0.0%
Q3 2017$8,0000.0%500.0%0.00%0.0%
Q2 2017$8,0000.0%500.0%0.00%0.0%
Q1 2017$8,000
+14.3%
500.0%0.00%0.0%
Q4 2016$7,0000.0%500.0%0.00%0.0%
Q3 2016$7,0000.0%500.0%0.00%0.0%
Q2 2016$7,000
+16.7%
500.0%0.00%0.0%
Q1 2016$6,000
-14.3%
500.0%0.00%0.0%
Q4 2015$7,000
-12.5%
50
-16.7%
0.00%0.0%
Q3 2015$8,000
-11.1%
600.0%0.00%
-50.0%
Q2 2015$9,0000.0%600.0%0.00%0.0%
Q1 2015$9,000
+28.6%
60
+20.0%
0.00%0.0%
Q4 2014$7,000
+16.7%
500.0%0.00%
+100.0%
Q3 2014$6,000
-14.3%
500.0%0.00%
-50.0%
Q2 2014$7,0000.0%500.0%0.00%0.0%
Q1 2014$7,000
-12.5%
50
-16.7%
0.00%0.0%
Q4 2013$8,0000.0%600.0%0.00%0.0%
Q3 2013$8,000
+14.3%
600.0%0.00%0.0%
Q2 2013$7,000600.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
SEARCY FINANCIAL SERVICES INC /ADV 40,078$6,662,0009.46%
Provident Wealth Management, LLC 17,812$2,961,0003.62%
Matrix Trust Co 24,208$4,024,0001.09%
Courage Miller Partners, LLC 5,361$891,0000.55%
TAP Consulting, LLC 4,700$781,0000.53%
BEAM WEALTH ADVISORS, INC. 2,996$498,0000.49%
Towerpoint Wealth, LLC 1,924$320,0000.25%
Private Wealth Strategies, L.L.C. 2,741$455,0000.23%
LEVEL FOUR ADVISORY SERVICES, LLC 9,645$1,604,0000.19%
AVANTAX ADVISORY SERVICES, INC. 17,127$2,849,0000.08%
View complete list of ISHARES TR shareholders