Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 177 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$44,219
-6.3%
7740.0%0.01%
-10.0%
Q2 2023$47,168
-40.4%
774
-43.7%
0.01%
-41.2%
Q1 2023$79,088
+89.6%
1,374
+77.5%
0.02%
+70.0%
Q4 2022$41,703
+6.9%
7740.0%0.01%
-9.1%
Q3 2022$39,000
-2.5%
7740.0%0.01%0.0%
Q2 2022$40,000
-20.0%
7740.0%0.01%
-52.2%
Q1 2022$50,000
-36.7%
774
-27.9%
0.02%
+4.5%
Q4 2021$79,000
+6.8%
1,0740.0%0.02%
-12.0%
Q3 2021$74,0000.0%1,0740.0%0.02%
-7.4%
Q2 2021$74,000
+51.0%
1,074
+732.6%
0.03%
+28.6%
Q1 2021$49,0000.0%1290.0%0.02%
-4.5%
Q4 2020$49,000
+19.5%
1290.0%0.02%
+4.8%
Q3 2020$41,000
+7.9%
1290.0%0.02%0.0%
Q2 2020$38,000
+35.7%
1290.0%0.02%
+16.7%
Q1 2020$28,000
-17.6%
1290.0%0.02%0.0%
Q4 2019$34,000
+9.7%
1290.0%0.02%
+5.9%
Q3 2019$31,000
-3.1%
1290.0%0.02%0.0%
Q2 2019$32,000
+6.7%
1290.0%0.02%0.0%
Q1 2019$30,000
+20.0%
1290.0%0.02%
+6.2%
Q4 2018$25,000
-16.7%
1290.0%0.02%
-5.9%
Q3 2018$30,000
+7.1%
1290.0%0.02%
+6.2%
Q2 2018$28,000
+3.7%
1290.0%0.02%0.0%
Q1 2018$27,000
+3.8%
1290.0%0.02%
+6.7%
Q4 2017$26,000
+8.3%
1290.0%0.02%0.0%
Q3 2017$24,0001290.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders