IMA Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$19,000
-57.8%
378
-56.8%
0.00%
-63.6%
Q2 2021$45,000
-11.8%
876
+412.3%
0.01%
-8.3%
Q1 2021$51,0001710.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders