Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,468
+7.9%
24,092
+1.9%
0.13%
+17.1%
Q1 2023$1,361
-100.0%
23,640
-1.3%
0.11%
-1.8%
Q4 2022$1,290,968,920
+102602.4%
23,960
-4.0%
0.11%
-8.1%
Q3 2022$1,257,000
-3.5%
24,950
-0.2%
0.12%
-6.8%
Q2 2022$1,302,000
-25.6%
24,988
-8.3%
0.13%
-10.2%
Q1 2022$1,751,000
-8.6%
27,239
+3.2%
0.15%
-9.8%
Q4 2021$1,916,000
+6.0%
26,387
+0.6%
0.16%
-18.1%
Q3 2021$1,807,000
+12.7%
26,229
+5.8%
0.20%
-11.6%
Q2 2021$1,603,000
-4.5%
24,801
+458.8%
0.22%
+4.7%
Q1 2021$1,679,000
-33.5%
4,438
-33.1%
0.22%
-39.8%
Q4 2020$2,524,000
+64.2%
6,637
+39.4%
0.36%
+53.9%
Q3 2020$1,537,000
+62.6%
4,762
+47.7%
0.23%
+41.5%
Q2 2020$945,000
+258.0%
3,224
+166.0%
0.16%
+215.4%
Q1 2020$264,000
+26.3%
1,212
+52.5%
0.05%
+44.4%
Q4 2019$209,000
-1.9%
795
-8.9%
0.04%
-12.2%
Q3 2019$213,0008730.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders