Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 109 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
Q1 2020$53,000
-28.4%
3500.0%0.01%
-22.2%
Q4 2019$74,000
+5.7%
3500.0%0.02%
+5.9%
Q3 2019$70,000
+4.5%
3500.0%0.02%
-5.6%
Q2 2019$67,000
+1.5%
3500.0%0.02%0.0%
Q1 2019$66,000
+15.8%
3500.0%0.02%
+12.5%
Q4 2018$57,000
-13.6%
3500.0%0.02%
-44.8%
Q3 2018$66,000
+3.1%
3500.0%0.03%
-3.3%
Q2 2018$64,000
+1.6%
3500.0%0.03%0.0%
Q1 2018$63,000
+125.0%
350
+133.3%
0.03%
+87.5%
Q4 2017$28,0001500.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders