Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
Matrix Trust Co 302,335$20,272,0005.30%
PACIFIC FINANCIAL GROUP INC 108,564$7,279,0005.03%
Benchmark Wealth Management, LLC 88,676$5,946,0004.08%
Brand Asset Management Group, Inc. 44,342$2,973,0001.44%
Karp Capital Management Corp 70,283$4,713,0000.70%
Marshall Financial Group LLC 17,504$1,174,0000.63%
S.A. Mason LLC 12,633$847,0000.58%
Ten Capital Wealth Advisors, LLC 32,384$2,171,0000.49%
DB Wealth Management Group, LLC 7,559$507,0000.32%
AVANTAX ADVISORY SERVICES, INC. 229,092$15,358,0000.28%
View complete list of ISHARES TR shareholders