Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,768
-6.2%
2760.0%0.00%
Q2 2023$16,819
+5.9%
2760.0%0.00%
Q1 2023$15,887
+47.4%
276
+38.0%
0.00%
Q4 2022$10,776
+7.8%
2000.0%0.00%
Q3 2022$10,000
-61.5%
200
-51.2%
0.00%
-100.0%
Q1 2022$26,000
-40.9%
410
-31.2%
0.00%0.0%
Q4 2021$44,000
+7.3%
5960.0%0.00%0.0%
Q3 2021$41,000
-96.7%
596
-96.6%
0.00%
-97.2%
Q2 2021$1,224,000
+2166.7%
17,762
+12321.0%
0.04%
+1700.0%
Q1 2021$54,000
-94.8%
143
-94.7%
0.00%
-95.7%
Q4 2020$1,033,000
+2851.4%
2,701
+2355.5%
0.05%
+2250.0%
Q3 2020$35,000
+75.0%
110
+57.1%
0.00%
+100.0%
Q2 2020$20,000700.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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