Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 131 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$339,047
-6.6%
5,756
-3.2%
0.04%
-2.3%
Q2 2023$363,105
-48.7%
5,944
-52.6%
0.04%
-53.3%
Q1 2023$707,480
+4.1%
12,541
-2.8%
0.09%
+5.7%
Q4 2022$679,358
-63.6%
12,905
-65.8%
0.09%
-66.7%
Q3 2022$1,864,000
-85.1%
37,740
-84.3%
0.26%
-86.1%
Q2 2022$12,481,000240,2161.88%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 93,251$5,664,0003.89%
Brand Asset Management Group, Inc. 72,948$4,431,0002.15%
Equitable Holdings, Inc. 781,559$47,471,0000.82%
West Coast Financial LLC 49,005$2,977,0000.48%
LANDAAS & CO /WI /ADV 8,461$514,0000.29%
Karn, Couzens & Associates, Inc. 5,932$360,0000.28%
Liberty Capital Management, Inc. 12,260$745,0000.23%
Cadent Capital Advisors, LLC 8,101$492,0000.20%
J.W. COLE ADVISORS, INC. 38,252$2,323,0000.18%
SeaCrest Wealth Management, LLC 21,995$1,336,0000.16%
View complete list of ISHARES TR shareholders