Merit Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 134 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,225,699
-2.7%
71,749
+0.9%
0.14%
-2.1%
Q2 2023$4,343,397
+9.1%
71,110
+0.7%
0.14%
-2.8%
Q1 2023$3,981,993
+7.5%
70,590
+0.3%
0.14%
+8.2%
Q4 2022$3,703,157
+7.8%
70,349
+1.2%
0.13%
-10.1%
Q3 2022$3,435,000
+780.8%
69,541
+826.0%
0.15%
+1141.7%
Q2 2022$390,000
-17.4%
7,510
+0.1%
0.01%
-57.1%
Q1 2022$472,000
-5.2%
7,503
+0.1%
0.03%
-42.9%
Q4 2021$498,000
+9.7%
7,496
+0.1%
0.05%
+2.1%
Q3 2021$454,0000.0%7,488
+0.1%
0.05%
+11.6%
Q2 2021$454,000
+8.4%
7,480
+300.2%
0.04%
-2.3%
Q1 2021$419,0001,8690.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Good Life Advisors, LLC 68,149$9,181,0005.36%
Cornerstone Wealth Management, LLC 43,449$5,791,0001.86%
Greenwich Wealth Management LLC 70,707$9,381,0001.18%
Mathes Company, Inc. 11,375$1,509,0000.83%
Threshold Group LLC 7,031$933,0000.81%
West Coast Financial LLC 15,471$2,053,0000.65%
Strategic Wealth Partners Group, LLC 9,759$1,295,0000.61%
Crestwood Advisors Group, LLC 35,091$4,656,0000.45%
Liberty Capital Management, Inc. 3,065$414,0000.27%
Global Retirement Partners, LLC 1,806$240,0000.16%
View complete list of ISHARES TR shareholders