Merit Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders