Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 96 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,909
+96866.7%
410.0%0.00%
Q1 2024$30.0%410.0%0.00%
Q4 2023$3
+50.0%
410.0%0.00%
Q3 2023$2
-33.3%
410.0%0.00%
Q2 2023$30.0%410.0%0.00%
Q1 2023$3
+50.0%
410.0%0.00%
Q4 2022$2
-99.9%
410.0%0.00%
Q3 2022$2,000
-33.3%
410.0%0.00%
Q1 2022$3,0000.0%410.0%0.00%
Q4 2021$3,0000.0%410.0%0.00%
Q3 2021$3,0000.0%410.0%0.00%
Q2 2021$3,0000.0%41
+310.0%
0.00%
-100.0%
Q1 2021$3,000
-84.2%
10
-87.5%
0.00%
-75.0%
Q4 2020$19,000
+18.8%
800.0%0.00%0.0%
Q3 2020$16,000
+6.7%
800.0%0.00%0.0%
Q2 2020$15,000
+25.0%
800.0%0.00%0.0%
Q1 2020$12,000
-29.4%
800.0%0.00%
-20.0%
Q4 2019$17,000
+6.2%
800.0%0.01%0.0%
Q3 2019$16,0000.0%800.0%0.01%0.0%
Q2 2019$16,000
+6.7%
800.0%0.01%0.0%
Q1 2019$15,000
+15.4%
800.0%0.01%0.0%
Q4 2018$13,000
-13.3%
800.0%0.01%
-16.7%
Q3 2018$15,0000.0%800.0%0.01%
+20.0%
Q2 2018$15,0000.0%800.0%0.01%
-28.6%
Q1 2018$15,0000.0%800.0%0.01%
+16.7%
Q4 2017$15,000
+7.1%
800.0%0.01%
-14.3%
Q3 2017$14,0000.0%800.0%0.01%0.0%
Q2 2017$14,000
+7.7%
800.0%0.01%0.0%
Q1 2017$13,0000.0%800.0%0.01%
-12.5%
Q4 2016$13,000
+8.3%
800.0%0.01%0.0%
Q3 2016$12,0000.0%800.0%0.01%0.0%
Q2 2016$12,0000.0%800.0%0.01%
-11.1%
Q1 2016$12,0000.0%800.0%0.01%
+12.5%
Q4 2015$12,000800.01%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Silversage Advisors 24,556$5,146,0005.44%
Benchmark Wealth Management, LLC 29,424$6,166,0005.32%
Matrix Trust Co 85,996$18,021,0003.84%
Karp Capital Management Corp 32,910$6,897,0001.82%
Brand Asset Management Group, Inc. 13,563$2,842,0001.81%
Good Life Advisors, LLC 25,112$5,259,0001.49%
TAP Consulting, LLC 4,773$1,000,0000.56%
TRUEFG, LLC 2,636$552,0000.42%
Summit Asset Management, LLC 3,856$808,0000.34%
Chronos Wealth Management, LLC 1,604$336,0000.33%
View complete list of ISHARES TR shareholders