ACG Wealth - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 140 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$269,000
-4.6%
5,0000.0%0.06%
+6.9%
Q2 2022$282,000
-16.1%
5,0000.0%0.06%
-7.9%
Q1 2022$336,000
-5.4%
5,0000.0%0.06%
+26.0%
Q4 2021$355,000
+6.6%
5,0000.0%0.05%
+13.6%
Q3 2021$333,000
-0.6%
5,0000.0%0.04%
+4.8%
Q2 2021$335,000
+6.7%
5,000
+300.0%
0.04%0.0%
Q1 2021$314,000
+7.2%
1,2500.0%0.04%
+5.0%
Q4 2020$293,000
+17.2%
1,2500.0%0.04%
+5.3%
Q3 2020$250,000
+8.2%
1,2500.0%0.04%0.0%
Q2 2020$231,000
-11.8%
1,2500.0%0.04%
-2.6%
Q4 2019$262,000
+6.1%
1,2500.0%0.04%
+8.3%
Q3 2019$247,000
+2.1%
1,2500.0%0.04%
+12.5%
Q2 2019$242,000
+3.0%
1,2500.0%0.03%
+3.2%
Q1 2019$235,000
+16.3%
1,2500.0%0.03%0.0%
Q4 2018$202,000
-14.8%
1,2500.0%0.03%0.0%
Q3 2018$237,000
+3.0%
1,2500.0%0.03%
-11.4%
Q2 2018$230,000
+1.3%
1,2500.0%0.04%
+2.9%
Q1 2018$227,000
-2.2%
1,2500.0%0.03%0.0%
Q4 2017$232,000
+5.9%
1,2500.0%0.03%
-10.5%
Q3 2017$219,000
+3.8%
1,2500.0%0.04%
+8.6%
Q2 2017$211,000
+1.4%
1,2500.0%0.04%
-7.9%
Q1 2017$208,0001,2500.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders