Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$191,0000.0%3,1410.0%0.09%
+3.6%
Q2 2021$191,000
+7.9%
3,141
+299.1%
0.08%
+10.5%
Q1 2021$177,000
-3.3%
787
-6.9%
0.08%
-10.6%
Q4 2020$183,000
+11.6%
845
+0.4%
0.08%
-11.5%
Q3 2020$164,000
+4.5%
842
-6.2%
0.10%
-3.0%
Q2 2020$157,000
+18.0%
898
-1.4%
0.10%
+3.1%
Q1 2020$133,000
-20.8%
911
-0.2%
0.10%
+20.0%
Q4 2019$168,0009130.08%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 83,063$4,372,4433.15%
Brand Asset Management Group, Inc. 60,775$3,199,1791.62%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,016,7411.00%
Dentgroup LLC 15,570$819,6240.71%
Equitable Holdings, Inc. 646,096$34,010,4930.59%
Gladstone Institutional Advisory LLC 111,594$5,874,3080.42%
PACIFIC SUN FINANCIAL CORP 9,060$476,9180.34%
Ipsen Advisor Group LLC 4,959$261,0440.30%
West Coast Financial LLC 32,756$1,724,3020.29%
Red Tortoise LLC 7,232$380,6920.26%
View complete list of ISHARES TR shareholders