JNBA Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 145 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,057
+54.9%
90
+60.7%
0.00%
Q2 2023$1,974
-75.3%
56
-77.1%
0.00%
-100.0%
Q3 2022$8,000
-38.5%
245
-35.4%
0.00%
-50.0%
Q2 2022$13,000
-7.1%
379
+0.5%
0.00%0.0%
Q1 2022$14,000
-6.7%
377
+0.5%
0.00%0.0%
Q4 2021$15,0000.0%3750.0%0.00%0.0%
Q3 2021$15,000
-6.2%
375
-8.3%
0.00%0.0%
Q2 2021$16,0000.0%409
+0.5%
0.00%0.0%
Q1 2021$16,0000.0%407
+0.5%
0.00%
-33.3%
Q4 2020$16,000
+60.0%
405
+49.4%
0.00%
+50.0%
Q3 2020$10,0000.0%271
+0.7%
0.00%0.0%
Q2 2020$10,000
+11.1%
2690.0%0.00%0.0%
Q1 2020$9,0000.0%269
+3.1%
0.00%0.0%
Q4 2019$9,000
-10.0%
261
-11.2%
0.00%0.0%
Q3 2019$10,0000.0%294
+3.9%
0.00%0.0%
Q2 2019$10,0000.0%2830.0%0.00%0.0%
Q1 2019$10,000
+11.1%
2830.0%0.00%0.0%
Q4 2018$9,000
-18.2%
283
-12.4%
0.00%0.0%
Q2 2018$11,0000.0%323
+0.6%
0.00%0.0%
Q1 2018$11,0000.0%3210.0%0.00%0.0%
Q4 2017$11,000
-8.3%
321
-9.1%
0.00%
-33.3%
Q3 2017$12,0000.0%353
+1.1%
0.00%0.0%
Q2 2017$12,0000.0%3490.0%0.00%0.0%
Q1 2017$12,000
+9.1%
349
+0.9%
0.00%0.0%
Q4 2016$11,0003460.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders