IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$958,439
-77.7%
16,778
-45.7%
0.04%
-54.7%
Q2 2023$4,307,441
+34.8%
30,898
+110.7%
0.10%
-31.7%
Q1 2023$3,195,754
+89492.2%
14,667
-10.4%
0.14%
+46.3%
Q4 2022$3,567
-99.9%
16,375
-11.0%
0.10%
-8.7%
Q3 2022$4,006,000
+5.5%
18,392
+5.5%
0.10%
-12.6%
Q2 2022$3,797,000
-47.3%
17,432
-47.3%
0.12%
+32.2%
Q1 2022$7,201,000
+940.6%
33,057
+250.0%
0.09%
+542.9%
Q4 2021$692,000
+8.5%
9,445
+2.1%
0.01%
+7.7%
Q3 2021$638,000
+48.7%
9,251
+48.0%
0.01%
+44.4%
Q2 2021$429,000
+28.1%
6,250
+607.0%
0.01%
+28.6%
Q1 2021$335,000
-40.1%
884
-39.5%
0.01%
-69.6%
Q4 2020$559,000
+57.5%
1,462
+32.1%
0.02%
+9.5%
Q3 2020$355,000
+332.9%
1,107
+291.2%
0.02%
+250.0%
Q2 2020$82,000
+49.1%
283
+13.7%
0.01%0.0%
Q1 2020$55,000
+243.8%
249
+196.4%
0.01%
+500.0%
Q4 2018$16,000
-15.8%
84
+6.3%
0.00%0.0%
Q3 2018$19,000
+11.8%
790.0%0.00%0.0%
Q2 2018$17,000
+6.2%
790.0%0.00%0.0%
Q1 2018$16,0000.0%790.0%0.00%0.0%
Q4 2017$16,000
+6.7%
790.0%0.00%0.0%
Q3 2017$15,000
+7.1%
790.0%0.00%0.0%
Q2 2017$14,0000.0%790.0%0.00%0.0%
Q1 2017$14,000
+55.6%
79
+43.6%
0.00%
Q4 2016$9,0000.0%550.0%0.00%
Q3 2016$9,000
+28.6%
55
+25.0%
0.00%
Q4 2015$7,000440.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Redhawk Wealth Advisors, Inc. 174,462$12,017,0003.32%
CREATIVE FINANCIAL DESIGNS INC /ADV 269,760$18,581,0003.07%
Matrix Trust Co 172,381$11,874,0003.04%
Stewardship Advisors, LLC 105,647$7,277,0002.75%
CAPITAL WEALTH MANAGEMENT, LLC 49,559$3,414,0002.64%
LEO BROKERAGE, LLC 178,739$12,312,0002.28%
Colonial River Wealth Management, LLC 30,704$2,222,0001.57%
CALIBER WEALTH MANAGEMENT, LLC 30,704$2,222,0001.57%
Summit Asset Management, LLC 71,497$4,925,0001.54%
Portfolio Strategies, Inc. 110,793$7,631,0001.53%
View complete list of ISHARES TR shareholders