Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,353,000
+38.8%
47,407
+37.7%
0.14%
+18.4%
Q3 2021$1,695,000
+78.8%
34,430
+88.1%
0.11%
+81.0%
Q2 2021$948,000
+55.2%
18,304
+49.4%
0.06%
+200.0%
Q1 2021$611,000
+2556.5%
12,252
+16236.0%
0.02%
+2000.0%
Q4 2020$23,000
+27.8%
750.0%0.00%0.0%
Q3 2020$18,000
+5.9%
750.0%0.00%0.0%
Q2 2020$17,000
+41.7%
750.0%0.00%0.0%
Q1 2020$12,000
-62.5%
75
-50.0%
0.00%
-50.0%
Q4 2019$32,000
+10.3%
1500.0%0.00%0.0%
Q3 2019$29,0001500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 57,128$2,524,0001.99%
Matrix Trust Co 146,851$6,489,0001.60%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Swaine & Leidel Wealth Services, LLC 1,947$1,947,0001.50%
Integrity Financial Corp /WA 26,854$1,187,0000.97%
Opes Wealth Management LLC 65,155$2,879,0000.94%
BEAM WEALTH ADVISORS, INC. 13,391$592,0000.68%
CREATIVE FINANCIAL DESIGNS INC /ADV 76,668$3,388,0000.52%
Aspire Wealth Management Corp 13,962$617,0000.49%
Courage Miller Partners, LLC 20,325$898,0000.36%
View complete list of ISHARES TR shareholders