INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 95 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,345
-5.6%
560.0%0.00%0.0%
Q2 2023$3,544
+4.4%
560.0%0.00%0.0%
Q1 2023$3,396
+3.3%
560.0%0.00%0.0%
Q4 2022$3,286
+9.5%
560.0%0.00%0.0%
Q3 2022$3,0000.0%560.0%0.00%0.0%
Q2 2022$3,000
-25.0%
560.0%0.00%0.0%
Q1 2022$4,0000.0%560.0%0.00%0.0%
Q4 2021$4,0000.0%560.0%0.00%0.0%
Q3 2021$4,0000.0%560.0%0.00%0.0%
Q2 2021$4,0000.0%56
+300.0%
0.00%0.0%
Q1 2021$4,000
+33.3%
140.0%0.00%0.0%
Q4 2020$3,0000.0%140.0%0.00%0.0%
Q3 2020$3,0000.0%140.0%0.00%0.0%
Q2 2020$3,000
+50.0%
140.0%0.00%
Q1 2020$2,000
-33.3%
140.0%0.00%
-100.0%
Q4 2019$3,0000.0%140.0%0.00%0.0%
Q3 2019$3,0000.0%140.0%0.00%0.0%
Q2 2019$3,0000.0%140.0%0.00%0.0%
Q1 2019$3,000
+50.0%
140.0%0.00%
Q4 2018$2,000
-33.3%
140.0%0.00%
-100.0%
Q3 2018$3,0000.0%140.0%0.00%0.0%
Q2 2018$3,0000.0%140.0%0.00%0.0%
Q1 2018$3,000140.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 71,637$4,142,0005.35%
PACIFIC FINANCIAL GROUP INC 110,076$6,203,0004.60%
Benchmark Wealth Management, LLC 95,244$5,367,0003.95%
OmniStar Financial Group, Inc. 38,823$2,187,0002.42%
Matrix Trust Co 150,133$8,460,0002.34%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 98,504$5,551,0002.28%
Sunburst Financial Group, LLC 46,508$2,621,0001.26%
Brand Asset Management Group, Inc. 38,370$2,162,0001.10%
Empirical Asset Management, LLC 17,552$989,0001.04%
Pitti Group Wealth Management, LLC 12,660$713,0000.97%
View complete list of ISHARES TR shareholders