Ellevest, Inc. - 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
Ellevest, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$138,559
+16.0%
2,285
+12.2%
0.01%
+10.0%
Q4 2022$119,482
+63.7%
2,037
+49.7%
0.01%
+42.9%
Q3 2022$73,000
-5.2%
1,3610.0%0.01%0.0%
Q2 2022$77,000
-15.4%
1,361
+0.1%
0.01%
-12.5%
Q1 2022$91,000
-5.2%
1,359
+0.1%
0.01%
-11.1%
Q4 2021$96,000
-47.5%
1,357
-50.8%
0.01%
-50.0%
Q3 2021$183,000
-24.1%
2,757
-23.3%
0.02%
-25.0%
Q2 2021$241,000
+59.6%
3,596
+500.3%
0.02%
+33.3%
Q1 2021$151,000
+7.9%
599
+0.3%
0.02%
-10.0%
Q4 2020$140,000
+19.7%
597
+1.9%
0.02%
-4.8%
Q3 2020$117,000
+44.4%
586
+32.6%
0.02%
+23.5%
Q2 2020$81,000
+912.5%
442
+718.5%
0.02%
+750.0%
Q1 2020$8,000
-27.3%
54
+1.9%
0.00%
-33.3%
Q4 2019$11,000
-95.8%
53
-96.0%
0.00%
-96.7%
Q3 2019$260,000
+2.8%
1,317
+0.8%
0.09%
-9.9%
Q2 2019$253,0001,3060.10%
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