Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 110 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$17,000
-19.0%
308
+0.3%
0.00%
-100.0%
Q1 2022$21,000
-4.5%
307
+0.3%
0.00%0.0%
Q4 2021$22,000
+10.0%
306
+0.7%
0.00%0.0%
Q3 2021$20,0000.0%3040.0%0.00%0.0%
Q2 2021$20,000
+5.3%
304
+300.0%
0.00%0.0%
Q1 2021$19,000
+26.7%
76
+1.3%
0.00%0.0%
Q4 2020$15,0000.0%750.0%0.00%0.0%
Q3 2020$15,000
+7.1%
750.0%0.00%0.0%
Q2 2020$14,000
+27.3%
750.0%0.00%0.0%
Q1 2020$11,000
-31.2%
750.0%0.00%0.0%
Q4 2019$16,000
+6.7%
75
+1.4%
0.00%0.0%
Q3 2019$15,000
+7.1%
740.0%0.00%0.0%
Q2 2019$14,0000.0%740.0%0.00%0.0%
Q1 2019$14,000
+16.7%
740.0%0.00%0.0%
Q4 2018$12,000
-73.9%
74
-85.4%
0.00%
-50.0%
Q3 2018$46,000
+253.8%
507
+594.5%
0.00%
+100.0%
Q2 2018$13,0000.0%730.0%0.00%0.0%
Q1 2018$13,000730.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 72,357$4,245,1805.26%
PACIFIC FINANCIAL GROUP INC 95,990$5,631,7184.22%
Benchmark Wealth Management, LLC 84,468$4,955,7383.57%
Matrix Trust Co 148,922$8,7372.21%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 95,298$5,591,1461.98%
OmniStar Financial Group, Inc. 22,949$1,346,3951.53%
Sunburst Financial Group, LLC 62,331$3,656,9601.46%
Pitti Group Wealth Management, LLC 17,703$1,038,6061.24%
Brand Asset Management Group, Inc. 38,370$2,251,1731.14%
Empirical Asset Management, LLC 13,095$768,2620.81%
View complete list of ISHARES TR shareholders