INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 117 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders