JNBA Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 890 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,977
-7.6%
620.0%0.00%0.0%
Q2 2023$15,131
+7.0%
620.0%0.00%0.0%
Q1 2023$14,143
+5.7%
620.0%0.00%0.0%
Q4 2022$13,376
+2.9%
620.0%0.00%0.0%
Q3 2022$13,0000.0%620.0%0.00%0.0%
Q2 2022$13,000
-18.8%
620.0%0.00%0.0%
Q1 2022$16,000
-11.1%
620.0%0.00%0.0%
Q4 2021$18,000
-41.9%
62
-41.0%
0.00%
-50.0%
Q3 2021$31,000
-6.1%
1050.0%0.00%0.0%
Q2 2021$33,000
+73.7%
105
+69.4%
0.00%
+33.3%
Q1 2021$19,000
+5.6%
620.0%0.00%0.0%
Q4 2020$18,000
+28.6%
620.0%0.00%0.0%
Q3 2020$14,000
+7.7%
620.0%0.00%0.0%
Q2 2020$13,000
+30.0%
620.0%0.00%
+50.0%
Q1 2020$10,000
-23.1%
620.0%0.00%0.0%
Q4 2019$13,000
-40.9%
62
-46.6%
0.00%
-50.0%
Q3 2019$22,000
-4.3%
1160.0%0.00%
-20.0%
Q2 2019$23,0000.0%1160.0%0.01%0.0%
Q1 2019$23,000
+21.1%
116
+1.8%
0.01%
+25.0%
Q4 2018$19,000
-45.7%
114
-33.7%
0.00%
-42.9%
Q2 2018$35,000
+6.1%
1720.0%0.01%0.0%
Q1 2018$33,000
+3.1%
1720.0%0.01%0.0%
Q4 2017$32,000
+3.2%
1720.0%0.01%0.0%
Q3 2017$31,000
+6.9%
1720.0%0.01%0.0%
Q2 2017$29,000
+3.6%
1720.0%0.01%0.0%
Q1 2017$28,000
+3.7%
1720.0%0.01%0.0%
Q4 2016$27,000
+17.4%
172
+13.2%
0.01%
+133.3%
Q3 2016$23,000
+155.6%
152
+145.2%
0.00%0.0%
Q2 2016$9,000
+12.5%
620.0%0.00%0.0%
Q1 2016$8,000
-11.1%
620.0%0.00%0.0%
Q4 2015$9,000
+12.5%
620.0%0.00%0.0%
Q3 2015$8,000
-20.0%
620.0%0.00%
-25.0%
Q2 2015$10,000
+11.1%
620.0%0.00%
+33.3%
Q1 2015$9,0000.0%620.0%0.00%
-25.0%
Q4 2014$9,000
+12.5%
620.0%0.00%0.0%
Q3 2014$8,000
-27.3%
62
-25.3%
0.00%
-20.0%
Q2 2014$11,0000.0%830.0%0.01%
-16.7%
Q1 2014$11,0000.0%830.0%0.01%0.0%
Q4 2013$11,000
+10.0%
830.0%0.01%0.0%
Q3 2013$10,000
+11.1%
830.0%0.01%0.0%
Q2 2013$9,000830.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders