Parallel Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 223 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Parallel Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,170
-6.3%
1080.0%0.00%
Q2 2023$6,582
+5.9%
1080.0%0.00%
Q1 2023$6,216
+6.8%
1080.0%0.00%
Q4 2022$5,819
+16.4%
1080.0%0.00%
Q3 2022$5,000
-16.7%
1080.0%0.00%
Q2 2022$6,000
-14.3%
1080.0%0.00%
Q1 2022$7,000
-12.5%
1080.0%0.00%
Q4 2021$8,000
+14.3%
1080.0%0.00%
Q3 2021$7,0000.0%1080.0%0.00%
Q2 2021$7,0000.0%108
+500.0%
0.00%
Q1 2021$7,0000.0%180.0%0.00%
Q4 2020$7,000
+16.7%
180.0%0.00%
Q3 2020$6,000
+20.0%
180.0%0.00%
Q2 2020$5,000
+66.7%
180.0%0.00%
Q1 2020$3,000
-40.0%
180.0%0.00%
Q4 2019$5,000
+25.0%
180.0%0.00%
Q3 2019$4,000
-20.0%
180.0%0.00%
Q2 2019$5,000
+25.0%
180.0%0.00%
Q1 2019$4,000
+33.3%
180.0%0.00%
Q4 2018$3,000
-25.0%
180.0%0.00%
Q3 2018$4,000
+33.3%
180.0%0.00%
Q2 2018$3,000
-25.0%
180.0%0.00%
-100.0%
Q1 2018$4,0000.0%180.0%0.00%0.0%
Q4 2017$4,0000.0%180.0%0.00%0.0%
Q3 2017$4,000
+33.3%
180.0%0.00%0.0%
Q2 2017$3,000
-50.0%
18
-50.0%
0.00%0.0%
Q1 2017$6,000
+100.0%
36
+100.0%
0.00%0.0%
Q4 2016$3,000180.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders