INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

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ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 111 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,925
-3.8%
560.0%0.00%0.0%
Q1 2024$4,078
+8.5%
560.0%0.00%0.0%
Q4 2023$3,759
+12.4%
560.0%0.00%0.0%
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$3,000–14–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Silversage Advisors 24,556$5,146,0005.44%
Benchmark Wealth Management, LLC 29,424$6,166,0005.32%
Matrix Trust Co 85,996$18,021,0003.84%
Karp Capital Management Corp 32,910$6,897,0001.82%
Brand Asset Management Group, Inc. 13,563$2,842,0001.81%
Good Life Advisors, LLC 25,112$5,259,0001.49%
TAP Consulting, LLC 4,773$1,000,0000.56%
TRUEFG, LLC 2,636$552,0000.42%
Summit Asset Management, LLC 3,856$808,0000.34%
Chronos Wealth Management, LLC 1,604$336,0000.33%
View complete list of ISHARES TR shareholders