M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 114 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,706
-12.6%
41,190
-17.8%
0.35%
+74.3%
Q1 2023$1,953
+8.2%
50,0900.0%0.20%
+6.3%
Q4 2022$1,805
-99.9%
50,0900.0%0.19%
-1.0%
Q3 2022$1,736,000
-1.9%
50,0900.0%0.19%
+7.3%
Q2 2022$1,769,000
-34.9%
50,090
-18.6%
0.18%
-13.1%
Q1 2022$2,719,000
-14.2%
61,523
+0.6%
0.21%
-33.5%
Q2 2021$3,169,000
+3.8%
61,166
+502.0%
0.31%
+11.5%
Q1 2021$3,053,000
-1.5%
10,161
-0.5%
0.28%
-29.6%
Q4 2020$3,098,000
+27.7%
10,207
-0.1%
0.40%
+2.1%
Q3 2020$2,426,000
+39.7%
10,213
+17.3%
0.39%
-3.7%
Q1 2019$1,737,000
+37.7%
8,710
+15.0%
0.40%
+2.8%
Q4 2018$1,261,000
-21.7%
7,5750.0%0.39%
-7.3%
Q3 2018$1,611,000
+7.1%
7,5750.0%0.42%
+2.2%
Q2 2018$1,504,000
+7.0%
7,5750.0%0.41%
-3.7%
Q1 2018$1,405,000
-35.2%
7,575
-50.0%
0.43%
+31.6%
Q4 2017$2,167,000
+68.6%
15,150
+100.0%
0.33%
-19.5%
Q3 2017$1,285,000
+5.4%
7,5750.0%0.40%
-2.6%
Q2 2017$1,219,000
+5.2%
7,5750.0%0.42%
-6.9%
Q1 2017$1,159,000
+8.5%
7,575
+2.7%
0.45%
+20.8%
Q4 2016$1,068,000
+3.2%
7,375
+2.6%
0.37%
-21.6%
Q3 2016$1,035,000
+7.4%
7,1850.0%0.47%
-4.3%
Q2 2016$964,000
+4.2%
7,1850.0%0.49%
-12.9%
Q1 2016$925,000
-4.4%
7,1850.0%0.57%
-12.7%
Q4 2015$968,000
-5.4%
7,185
-9.6%
0.65%
-11.0%
Q3 2015$1,023,000
-11.3%
7,9500.0%0.73%
-5.6%
Q2 2015$1,153,000
+0.6%
7,9500.0%0.77%
+3.1%
Q1 2015$1,146,000
+6.7%
7,9500.0%0.75%
+7.3%
Q4 2014$1,074,000
+7.1%
7,9500.0%0.70%
+24.5%
Q3 2014$1,003,000
-5.9%
7,9500.0%0.56%
-17.8%
Q2 2014$1,066,000
+2.5%
7,9500.0%0.68%
-37.6%
Q1 2014$1,040,000
-1.2%
7,9500.0%1.09%
+45.3%
Q4 2013$1,053,0007,9500.75%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders