Neumann Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 177 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Neumann Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$895,560
-6.3%
15,6760.0%0.39%
-1.5%
Q2 2023$955,285
+5.9%
15,6760.0%0.40%
-0.3%
Q1 2023$902,301
-2.5%
15,676
-8.7%
0.40%
-8.5%
Q4 2022$925,434
+1.0%
17,175
-5.5%
0.43%
-7.9%
Q3 2022$916,000
-4.7%
18,176
-1.7%
0.47%
-3.3%
Q2 2022$961,000
-19.2%
18,4920.0%0.49%
-3.6%
Q1 2022$1,189,000
-20.4%
18,492
-9.4%
0.50%
-17.1%
Q4 2021$1,494,000
-2.1%
20,400
-7.9%
0.61%
-11.1%
Q3 2021$1,526,0000.0%22,1500.0%0.68%0.0%
Q2 2021$1,526,000
+3.6%
22,150
+468.8%
0.68%
-2.1%
Q1 2021$1,473,000
-3.6%
3,894
-2.5%
0.70%
-9.2%
Q4 2020$1,528,000
+19.4%
3,9940.0%0.77%
+4.8%
Q3 2020$1,280,000
+9.3%
3,9940.0%0.74%
+2.6%
Q2 2020$1,171,000
+34.4%
3,9940.0%0.72%
+13.1%
Q1 2020$871,000
-21.7%
3,994
-5.6%
0.63%
-1.9%
Q4 2019$1,113,000
+8.1%
4,2310.0%0.65%
+1.4%
Q3 2019$1,030,000
-3.2%
4,2310.0%0.64%
-3.5%
Q2 2019$1,064,000
+6.8%
4,2310.0%0.66%
+3.6%
Q1 2019$996,000
+18.3%
4,231
-2.3%
0.64%
+0.5%
Q4 2018$842,000
-17.5%
4,3310.0%0.63%
+5.5%
Q3 2018$1,021,000
+7.7%
4,3310.0%0.60%
+1.0%
Q2 2018$948,000
+4.5%
4,3310.0%0.60%
+3.1%
Q1 2018$907,000
+3.4%
4,3310.0%0.58%
+7.4%
Q4 2017$877,000
+0.9%
4,331
-5.5%
0.54%
-0.2%
Q3 2017$869,000
+3.7%
4,5810.0%0.54%
-0.2%
Q2 2017$838,000
-8.8%
4,581
-13.3%
0.54%
-9.6%
Q1 2017$919,000
+7.4%
5,2810.0%0.60%
+8.0%
Q4 2016$856,000
-3.3%
5,281
-2.8%
0.55%
-6.1%
Q3 2016$885,000
-6.3%
5,431
-10.3%
0.59%
-6.2%
Q2 2016$945,000
+2.5%
6,0560.0%0.63%
+3.3%
Q1 2016$922,000
-1.5%
6,0560.0%0.61%
-6.8%
Q4 2015$936,000
+3.1%
6,0560.0%0.65%
+1.4%
Q3 2015$908,000
-8.9%
6,0560.0%0.64%
+0.8%
Q2 2015$997,000
-1.4%
6,0560.0%0.64%
-1.2%
Q1 2015$1,011,000
+6.6%
6,0560.0%0.64%
+4.4%
Q4 2014$948,0006,0560.62%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders