M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 56 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,764
+1.8%
28,950
-3.8%
0.36%
+103.4%
Q1 2023$1,732
+6.8%
30,0910.0%0.18%
+4.7%
Q4 2022$1,621
-99.9%
30,091
+0.0%
0.17%
+1.8%
Q3 2022$1,516,000
-3.0%
30,0900.0%0.17%
+6.3%
Q2 2022$1,563,000
-18.9%
30,090
+0.3%
0.16%
+8.2%
Q1 2022$1,928,000
-6.7%
29,9940.0%0.15%
-27.7%
Q2 2021$2,066,000
+9.1%
29,994
+498.8%
0.20%
+17.4%
Q1 2021$1,894,000
-53.4%
5,009
-52.9%
0.17%
-66.9%
Q4 2020$4,068,000
+17.4%
10,635
-1.6%
0.52%
-6.1%
Q3 2020$3,465,000
-3.1%
10,812
-11.3%
0.55%
-13.6%
Q2 2020$3,576,000
+206.7%
12,195
+146.1%
0.64%
+137.0%
Q1 2019$1,166,000
+21.1%
4,9550.0%0.27%
-9.7%
Q4 2018$963,000
-17.6%
4,9550.0%0.30%
-2.3%
Q3 2018$1,168,000
+7.6%
4,9550.0%0.31%
+2.7%
Q2 2018$1,085,000
+4.5%
4,9550.0%0.30%
-6.0%
Q1 2018$1,038,000
-19.3%
4,955
-50.0%
0.32%
+63.4%
Q4 2017$1,287,000
+36.9%
9,910
+100.0%
0.19%
-34.7%
Q3 2017$940,000
+0.3%
4,955
-3.3%
0.30%
-7.2%
Q2 2017$937,000
+5.2%
5,1250.0%0.32%
-6.7%
Q1 2017$891,000
+7.3%
5,1250.0%0.34%
+19.1%
Q4 2016$830,000
+2.9%
5,125
+3.4%
0.29%
-21.7%
Q3 2016$807,000
+4.4%
4,9550.0%0.37%
-7.1%
Q2 2016$773,000
-26.3%
4,955
-28.1%
0.40%
-38.3%
Q1 2016$1,049,000
-1.5%
6,8900.0%0.64%
-10.0%
Q4 2015$1,065,000
-5.8%
6,890
-8.6%
0.71%
-11.3%
Q3 2015$1,130,000
-8.9%
7,5400.0%0.80%
-3.1%
Q2 2015$1,241,000
-1.4%
7,5400.0%0.83%
+1.0%
Q1 2015$1,259,000
+6.7%
7,5400.0%0.82%
+7.5%
Q4 2014$1,180,000
+41.8%
7,540
+29.8%
0.76%
+64.5%
Q3 2014$832,000
-26.4%
5,808
-23.0%
0.46%
-35.6%
Q2 2014$1,130,000
+3.4%
7,5400.0%0.72%
-37.1%
Q1 2014$1,093,000
+1.7%
7,5400.0%1.15%
+49.7%
Q4 2013$1,075,0007,5400.77%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders