SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 95 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$70,187
-2.6%
1,0840.0%0.01%0.0%
Q2 2023$72,084
+4.6%
1,084
+0.5%
0.01%0.0%
Q1 2023$68,926
+1.6%
1,079
+0.7%
0.01%0.0%
Q4 2022$67,812
+13.0%
1,072
+1.4%
0.01%0.0%
Q3 2022$60,000
-6.2%
1,0570.0%0.01%
-10.0%
Q2 2022$64,000
-11.1%
1,057
+0.5%
0.01%0.0%
Q1 2022$72,000
-1.4%
1,052
+0.5%
0.01%
+11.1%
Q4 2021$73,000
+10.6%
1,047
+1.2%
0.01%0.0%
Q3 2021$66,000
-1.5%
1,0350.0%0.01%0.0%
Q2 2021$67,000
+15.5%
1,035
+101.8%
0.01%0.0%
Q4 2020$58,000
+16.0%
513
+0.8%
0.01%
+12.5%
Q3 2020$50,000
+2.0%
509
+0.8%
0.01%
-11.1%
Q2 2020$49,000
+14.0%
505
+2.0%
0.01%
-10.0%
Q1 2020$43,000
+975.0%
495
+1078.6%
0.01%
+400.0%
Q3 2018$4,0000.0%42
+2.4%
0.00%0.0%
Q2 2018$4,0000.0%410.0%0.00%0.0%
Q1 2018$4,0000.0%41
+2.5%
0.00%0.0%
Q4 2017$4,0000.0%400.0%0.00%0.0%
Q3 2017$4,0000.0%400.0%0.00%0.0%
Q2 2017$4,000
+33.3%
400.0%0.00%
+100.0%
Q1 2017$3,000
-25.0%
400.0%0.00%
-50.0%
Q4 2016$4,000400.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
GenWealth Group, Inc. 144,671$14,621,0007.18%
SPC Financial, Inc. 97,755$9,938,0002.17%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,156$1,540,0001.38%
Courage Miller Partners, LLC 13,696$1,392,0000.83%
Brand Asset Management Group, Inc. 7,353$748,0000.57%
Cypress Wealth Services, LLC 11,541$1,173,0000.45%
IFG Advisory, LLC 10,660$1,655,0000.34%
Ullmann Wealth Partners Group, LLC 3,472$352,0000.24%
AXA S.A. 441,936$44,929,0000.17%
Summit Asset Management, LLC 3,157$321,0000.15%
View complete list of ISHARES TR shareholders