Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 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 Q3 2023
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