DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 117 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$949,233
+2.1%
13,499
-7.2%
0.07%
-14.0%
Q3 2023$930,164
+7.9%
14,554
+14.5%
0.09%
+10.3%
Q2 2023$862,256
+9.5%
12,708
+3.1%
0.08%
-8.2%
Q1 2023$787,486
+145.9%
12,324
+152.2%
0.08%
+60.4%
Q4 2022$320,2454,8870.05%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Matrix Trust Co 825,955$57,486,00013.94%
Dentgroup LLC 59,303$4,127,0003.89%
SPC Financial, Inc. 258,450$17,988,0002.01%
Equitable Holdings, Inc. 1,707,458$118,839,0001.87%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 61,547$4,284,0001.62%
TAP Consulting, LLC 44,964$3,129,0000.71%
SAXON INTERESTS, INC. 10,736$756,0000.43%
Brand Asset Management Group, Inc. 13,521$941,0000.42%
GenWealth Group, Inc. 21,164$1,473,0000.40%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,512$2,332,0000.31%
View complete list of ISHARES TR shareholders