Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,681,000
+138453.0%
43,009
+23.0%
0.15%0.0%
Q1 2023$1,935
-99.9%
34,956
-12.1%
0.15%
-9.1%
Q4 2021$2,856,000
+48.1%
39,766
+35.2%
0.16%
+26.2%
Q3 2021$1,928,000
+33.7%
29,406
+32.1%
0.13%
+35.4%
Q2 2021$1,442,000
+21.7%
22,263
+13.6%
0.10%
+134.1%
Q1 2021$1,185,000
+921.6%
19,604
+4801.0%
0.04%
+720.0%
Q4 2020$116,0004000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders