Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 54 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$302,428
+6.5%
6,380
+2.5%
0.01%0.0%
Q4 2022$283,901
+2.5%
6,225
-3.9%
0.01%
-9.1%
Q3 2022$277,000
-3.8%
6,477
-0.3%
0.01%
+10.0%
Q2 2022$288,000
-18.6%
6,498
-1.6%
0.01%
-9.1%
Q1 2022$354,000
-4.6%
6,607
+2.0%
0.01%
+10.0%
Q4 2021$371,000
+9.1%
6,480
+7.0%
0.01%0.0%
Q3 2021$340,000
+3.0%
6,054
+7.5%
0.01%0.0%
Q2 2021$330,000
+5.1%
5,633
+305.0%
0.01%0.0%
Q1 2021$314,000
+15.4%
1,391
+0.9%
0.01%
+11.1%
Q4 2020$272,000
+21.4%
1,378
-3.4%
0.01%0.0%
Q3 2020$224,000
+8.2%
1,427
+4.5%
0.01%0.0%
Q2 2020$207,000
-2.4%
1,365
+21.4%
0.01%0.0%
Q4 2019$212,0001,1240.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 32,164$1,514,3560.78%
Richwood Investment Advisors, LLC 13,442$632,8820.64%
Goldstein Advisors, LLC 41,210$1,940,2580.40%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,934$279,4060.24%
Gladstone Institutional Advisory LLC 42,042$1,979,4380.13%
Aveo Capital Partners, LLC 19,643$924,8440.12%
FLAGSTAR ADVISORS INC 6,485$306,8490.12%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,837$1,028,1420.10%
AVANTAX ADVISORY SERVICES, INC. 183,838$8,655,5320.10%
Atria Wealth Solutions, Inc. 63,312$2,981,4740.04%
View complete list of ISHARES TR shareholders