Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 97 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$5,000
-91.5%
31
-92.3%
0.00%
-93.8%
Q1 2020$59,000
-21.3%
4040.0%0.02%
-11.1%
Q4 2019$75,000
+10.3%
4040.0%0.02%
+5.9%
Q3 2019$68,000
+1260.0%
404
+1203.2%
0.02%
+1600.0%
Q2 2019$5,0000.0%310.0%0.00%0.0%
Q1 2019$5,000
+25.0%
310.0%0.00%0.0%
Q4 2018$4,000
-20.0%
310.0%0.00%
-50.0%
Q3 2018$5,0000.0%31
+3.3%
0.00%0.0%
Q2 2018$5,000
+25.0%
300.0%0.00%0.0%
Q1 2018$4,000300.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 70,606$4,158,3742.66%
Brand Asset Management Group, Inc. 58,110$3,422,4051.76%
Quantitative Strategies, Inc. 34,761$2,047,2701.38%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,137,5681.14%
Dentgroup LLC 15,669$922,8330.68%
Equitable Holdings, Inc. 561,856$33,090,8460.48%
Gladstone Institutional Advisory LLC 96,564$5,687,1950.37%
Red Tortoise LLC 7,281$428,8020.29%
West Coast Financial LLC 27,906$1,643,5470.24%
CHAPIN DAVIS, INC. 7,912$466,0080.22%
View complete list of ISHARES TR shareholders