INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 2023. 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 2023
NameSharesValueWeighting ↓
WESPAC Advisors, LLC 13,263$2,048,0002.31%
Threshold Group LLC 6,837$1,056,0001.02%
Greenwich Wealth Management LLC 32,958$5,089,0000.90%
WINTRUST INVESTMENTS LLC 6,739$1,041,0000.48%
PARSONS CAPITAL MANAGEMENT INC/RI 22,725$3,509,0000.47%
Summit Asset Management, LLC 4,658$719,0000.44%
Geneos Wealth Management Inc. 15,478$2,390,0000.32%
Liberty Capital Management, Inc. 2,550$389,0000.25%
Ironwood Financial, llc 1,926$297,0000.21%
LADENBURG THALMANN FINANCIAL SERVICES INC. 84,813$13,098,0000.20%
View complete list of ISHARES TR shareholders