Cetera Investment Advisers - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 108 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cetera Investment Advisers ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,241,979
-4.8%
38,067
-1.2%
0.02%
-5.0%
Q2 2023$2,353,962
+7.7%
38,539
-0.5%
0.02%
+5.3%
Q1 2023$2,185,267
+2.2%
38,739
-4.6%
0.02%
-5.0%
Q4 2022$2,137,342
+1.2%
40,603
-5.0%
0.02%
-52.4%
Q3 2022$2,111,000
-5.4%
42,743
-0.5%
0.04%
+20.0%
Q2 2022$2,231,000
-37.3%
42,940
-24.2%
0.04%
-31.4%
Q1 2022$3,558,000
-7.0%
56,616
-1.7%
0.05%
-7.3%
Q4 2021$3,825,000
+4.5%
57,599
-4.5%
0.06%
-5.2%
Q3 2021$3,662,000
+3.6%
60,339
+3.7%
0.06%
+1.8%
Q2 2021$3,535,000
+9.0%
58,195
+302.4%
0.06%
-10.9%
Q1 2021$3,244,000
-37.6%
14,463
-39.7%
0.06%
-37.9%
Q4 2020$5,199,000
+13.0%
23,981
+1.6%
0.10%
-72.7%
Q3 2020$4,602,000
+26.2%
23,600
+13.0%
0.38%
+11.5%
Q2 2020$3,646,000
+832.5%
20,890
+682.4%
0.34%
+604.2%
Q1 2020$391,000
-14.1%
2,670
+8.6%
0.05%
+4.3%
Q4 2019$455,000
+11.2%
2,459
+0.6%
0.05%
-8.0%
Q3 2019$409,000
-11.1%
2,445
-12.4%
0.05%
-15.3%
Q2 2019$460,000
+9.5%
2,790
+7.2%
0.06%0.0%
Q1 2019$420,000
+6.1%
2,603
-6.3%
0.06%
-9.2%
Q4 2018$396,000
-14.5%
2,777
+0.8%
0.06%
-3.0%
Q3 2018$463,000
+14.0%
2,756
+4.2%
0.07%
-5.6%
Q2 2018$406,000
+6.3%
2,644
+6.2%
0.07%
-1.4%
Q1 2018$382,000
+11.0%
2,489
+15.2%
0.07%
+14.3%
Q4 2017$344,000
-9.5%
2,161
-14.1%
0.06%
-25.0%
Q3 2017$380,000
+25.4%
2,516
+21.1%
0.08%
+13.5%
Q2 2017$303,000
+38.4%
2,078
+34.3%
0.07%
+23.3%
Q1 2017$219,000
+4.3%
1,547
-1.9%
0.06%
-14.3%
Q4 2016$210,0001,5770.07%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders