J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 111 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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,002,764
+6.0%
26,643
+2.2%
0.09%
-1.1%
Q1 2024$1,890,061
+6.2%
26,080
-3.6%
0.10%
-8.7%
Q4 2023$1,779,440
+10.9%
27,060
-0.7%
0.10%
-11.9%
Q3 2023$1,604,175
-5.8%
27,238
-2.3%
0.12%
-2.5%
Q2 2023$1,702,520
+3.9%
27,874
-4.0%
0.12%
+3.4%
Q1 2023$1,638,124
-5.9%
29,040
-12.2%
0.12%
-12.7%
Q4 2022$1,741,310
+3.3%
33,079
-3.1%
0.13%
-5.0%
Q3 2022$1,686,000
-6.3%
34,127
-1.5%
0.14%
-2.1%
Q2 2022$1,800,000
-21.6%
34,652
-5.1%
0.14%
-6.5%
Q1 2022$2,295,000
-6.9%
36,522
-1.6%
0.15%
-3.8%
Q4 2021$2,464,000
+6.1%
37,102
-3.0%
0.16%
-12.6%
Q2 2021$2,323,000
+8.0%
38,252
+299.0%
0.18%
-11.6%
Q1 2021$2,150,000
+1.5%
9,588
-1.9%
0.21%
-5.9%
Q4 2020$2,119,000
+18.4%
9,773
-4.6%
0.22%
-18.2%
Q2 2020$1,789,000
-8.9%
10,248
-3.8%
0.27%
+8.5%
Q4 2019$1,964,00010,6480.25%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 66,740$5,016,8642.67%
Brand Asset Management Group, Inc. 56,080$4,215,5101.78%
Quantitative Strategies, Inc. 36,055$2,710,2541.55%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,451,9081.20%
Dentgroup LLC 14,443$1,085,6660.88%
Gladstone Institutional Advisory LLC 93,319$7,014,7890.36%
Equitable Holdings, Inc. 450,097$33,833,7920.36%
PACIFIC SUN FINANCIAL CORP 7,920$595,3460.35%
Capital Management Associates, Inc 6,538$491,4840.30%
Red Tortoise LLC 7,315$549,8670.30%
View complete list of ISHARES TR shareholders