Baird Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baird Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,778,917
+2.2%
48,642
+9.1%
0.01%
+14.3%
Q2 2023$2,717,924
+2.7%
44,600
-3.0%
0.01%0.0%
Q1 2023$2,645,803
+80811.4%
45,966
-24.3%
0.01%
-22.2%
Q4 2022$3,270
-99.9%
60,698
-12.5%
0.01%
-10.0%
Q3 2022$3,494,000
+9.2%
69,354
+12.6%
0.01%
+11.1%
Q2 2022$3,200,000
+13.4%
61,601
+40.2%
0.01%
+28.6%
Q1 2022$2,823,000
-14.4%
43,925
-2.4%
0.01%
-12.5%
Q4 2021$3,297,000
+9.1%
45,015
+2.6%
0.01%0.0%
Q3 2021$3,022,000
+26.3%
43,871
+26.3%
0.01%
+33.3%
Q2 2021$2,393,000
-20.1%
34,740
+338.4%
0.01%
-25.0%
Q1 2021$2,996,000
-77.6%
7,924
-77.3%
0.01%
-80.0%
Q4 2020$13,371,000
+78.5%
34,959
+49.6%
0.04%
+53.8%
Q3 2020$7,490,000
+144.2%
23,373
+123.5%
0.03%
+116.7%
Q2 2020$3,067,000
+56.6%
10,459
+16.5%
0.01%
+33.3%
Q1 2020$1,958,000
-36.5%
8,979
-23.4%
0.01%
-18.2%
Q4 2019$3,082,000
+5.9%
11,718
-2.0%
0.01%0.0%
Q3 2019$2,911,000
-3.0%
11,957
+0.2%
0.01%
-8.3%
Q2 2019$3,001,00011,9320.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders