NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 86 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$709,924
-15.9%
11,885
-10.9%
0.07%
+4.3%
Q2 2023$844,386
+14.5%
13,341
+9.7%
0.07%
-8.0%
Q1 2023$737,678
-7.8%
12,164
-10.8%
0.08%
+5.6%
Q4 2022$799,920
+22.7%
13,634
+12.7%
0.07%
+14.5%
Q3 2022$652,000
-17.6%
12,093
-12.8%
0.06%
-15.1%
Q2 2022$791,000
-11.6%
13,871
+4.3%
0.07%
+5.8%
Q1 2022$895,000
-5.9%
13,299
-0.6%
0.07%
-8.0%
Q4 2021$951,000
-7.4%
13,384
-13.3%
0.08%
-19.4%
Q3 2021$1,027,000
-3.8%
15,437
-3.1%
0.09%
-6.1%
Q2 2021$1,068,000
+6.9%
15,928
+301.1%
0.10%0.0%
Q1 2021$999,000
+7.5%
3,971
+0.1%
0.10%
-6.6%
Q4 2020$929,000
+28.3%
3,967
+1.1%
0.11%
+5.0%
Q2 2020$724,000
+16.2%
3,925
-3.5%
0.10%
+494.1%
Q1 2020$623,000
-27.4%
4,068
-0.7%
0.02%
-88.5%
Q4 2019$858,000
+6.3%
4,096
+0.4%
0.15%
-2.0%
Q3 2019$807,000
+2.2%
4,079
+0.2%
0.15%
-3.8%
Q2 2019$790,000
-1.1%
4,070
-4.3%
0.16%
-8.7%
Q1 2019$799,000
+12.4%
4,252
-3.3%
0.17%
-6.0%
Q4 2018$711,000
-36.3%
4,397
-25.4%
0.18%
-27.1%
Q3 2018$1,117,000
-6.1%
5,895
-9.0%
0.25%
-11.0%
Q2 2018$1,189,000
-7.6%
6,478
-8.7%
0.28%
-13.2%
Q1 2018$1,287,000
+3.1%
7,096
+5.6%
0.32%
+2.8%
Q4 2017$1,248,000
+4.8%
6,722
-1.3%
0.32%
+1.9%
Q3 2017$1,191,000
+8.2%
6,811
+4.4%
0.31%
+61.5%
Q2 2017$1,101,000
+8.6%
6,525
+7.2%
0.19%
-37.9%
Q1 2017$1,014,000
+8.1%
6,084
+2.1%
0.31%
-0.6%
Q4 2016$938,000
+39.6%
5,961
+36.9%
0.31%
+509.8%
Q3 2016$672,0004,3530.05%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders