Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 55 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,993
+98.7%
191
+109.9%
0.00%
+100.0%
Q2 2023$4,525
+5.2%
910.0%0.00%0.0%
Q1 2023$4,300
+4.4%
91
+1.1%
0.00%0.0%
Q4 2022$4,120
+3.0%
900.0%0.00%0.0%
Q3 2022$4,0000.0%90
+1.1%
0.00%0.0%
Q2 2022$4,000
-20.0%
890.0%0.00%0.0%
Q1 2022$5,0000.0%890.0%0.00%0.0%
Q4 2021$5,0000.0%890.0%0.00%0.0%
Q3 2021$5,0000.0%89
+1.1%
0.00%0.0%
Q2 2021$5,0000.0%88
+300.0%
0.00%0.0%
Q1 2021$5,000
+25.0%
220.0%0.00%0.0%
Q4 2020$4,000
-76.5%
22
-80.2%
0.00%
-75.0%
Q3 2020$17,0000.0%1110.0%0.00%0.0%
Q2 2020$17,000
+21.4%
1110.0%0.00%0.0%
Q1 2020$14,000
-33.3%
1110.0%0.00%
-20.0%
Q4 2019$21,000
+10.5%
1110.0%0.01%0.0%
Q3 2019$19,0000.0%1110.0%0.01%0.0%
Q2 2019$19,0000.0%1110.0%0.01%
-16.7%
Q1 2019$19,000
+18.8%
1110.0%0.01%
+20.0%
Q4 2018$16,000
-20.0%
1110.0%0.01%
-28.6%
Q3 2018$20,0000.0%1110.0%0.01%0.0%
Q2 2018$20,000
+5.3%
1110.0%0.01%
+16.7%
Q1 2018$19,0000.0%1110.0%0.01%0.0%
Q4 2017$19,000
+5.6%
1110.0%0.01%0.0%
Q3 2017$18,0000.0%1110.0%0.01%
-14.3%
Q2 2017$18,0000.0%1110.0%0.01%0.0%
Q1 2017$18,000
+5.9%
1110.0%0.01%0.0%
Q4 2016$17,000
+6.2%
1110.0%0.01%0.0%
Q3 2016$16,000
+6.7%
1110.0%0.01%0.0%
Q2 2016$15,0000.0%1110.0%0.01%
-12.5%
Q1 2016$15,000
-37.5%
111
-40.3%
0.01%
-42.9%
Q4 2015$24,000
-33.3%
186
-35.0%
0.01%
-39.1%
Q3 2015$36,000
-12.2%
2860.0%0.02%
-8.0%
Q2 2015$41,0000.0%2860.0%0.02%0.0%
Q1 2015$41,000
+2.5%
2860.0%0.02%
-10.7%
Q4 2014$40,000
+8.1%
2860.0%0.03%0.0%
Q3 2014$37,000
-5.1%
2860.0%0.03%
-6.7%
Q2 2014$39,000
+2.6%
2860.0%0.03%
-6.2%
Q1 2014$38,000
+2.7%
2860.0%0.03%
+3.2%
Q4 2013$37,000
+8.8%
2860.0%0.03%
-3.1%
Q3 2013$34,0002860.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 36,218$1,939,0000.86%
Richwood Investment Advisors, LLC 15,577$834,0000.74%
Sanford Advisory Services, LLC 23,635$1,267,0000.34%
Surevest, LLC 22,776$1,219,0000.29%
Aveo Capital Partners, LLC 21,675$1,160,0000.20%
FLAGSTAR ADVISORS INC 10,120$541,0000.17%
Gladstone Institutional Advisory LLC 41,242$2,2080.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,217$1,189,0000.14%
AVANTAX ADVISORY SERVICES, INC. 91,990$4,923,0000.07%
CHOREO, LLC 23,881$1,279,0000.06%
View complete list of ISHARES TR shareholders