Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,112,000
+38.2%
29,709
+29.4%
0.12%
+17.5%
Q3 2021$1,528,000
+61.4%
22,961
+62.6%
0.10%
+63.5%
Q2 2021$947,000
+115.7%
14,122
+110.7%
0.06%
+320.0%
Q1 2021$439,000
+1656.0%
6,703
+6283.8%
0.02%
+1400.0%
Q4 2020$25,000
+19.0%
1050.0%0.00%0.0%
Q3 2020$21,000
+10.5%
1050.0%0.00%0.0%
Q2 2020$19,000
+18.8%
1050.0%0.00%0.0%
Q1 2020$16,000
-27.3%
1050.0%0.00%
-50.0%
Q4 2019$22,000
+4.8%
1050.0%0.00%0.0%
Q3 2019$21,0001050.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Matrix Trust Co 302,335$20,272,0005.30%
PACIFIC FINANCIAL GROUP INC 108,564$7,279,0005.03%
Benchmark Wealth Management, LLC 88,676$5,946,0004.08%
Brand Asset Management Group, Inc. 44,342$2,973,0001.44%
Karp Capital Management Corp 70,283$4,713,0000.70%
Marshall Financial Group LLC 17,504$1,174,0000.63%
S.A. Mason LLC 12,633$847,0000.58%
Ten Capital Wealth Advisors, LLC 32,384$2,171,0000.49%
DB Wealth Management Group, LLC 7,559$507,0000.32%
AVANTAX ADVISORY SERVICES, INC. 229,092$15,358,0000.28%
View complete list of ISHARES TR shareholders