IHT Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$454,517
-3.6%
7,7170.0%0.02%
-8.0%
Q2 2023$471,374
-4.9%
7,717
-12.2%
0.02%
-10.7%
Q1 2023$495,888
-11.6%
8,791
-17.5%
0.03%
-20.0%
Q4 2022$560,913
-11.1%
10,656
-16.6%
0.04%
-27.1%
Q3 2022$631,000
+3.3%
12,775
+8.7%
0.05%
-11.1%
Q2 2022$611,000
-17.2%
11,757
+0.1%
0.05%
-3.6%
Q1 2022$738,000
-16.3%
11,747
-11.5%
0.06%
-13.8%
Q4 2021$882,000
+10.0%
13,276
+0.5%
0.06%0.0%
Q3 2021$802,000
-2.4%
13,207
-2.4%
0.06%
+25.0%
Q2 2021$822,000
+2.5%
13,537
+278.3%
0.05%
-10.3%
Q1 2021$802,000
+4.2%
3,578
+0.8%
0.06%
-9.4%
Q4 2020$770,000
+4.3%
3,551
-6.1%
0.06%
-13.5%
Q3 2020$738,000
+18.1%
3,783
+5.6%
0.07%
-14.0%
Q2 2020$625,000
-5.6%
3,583
-20.7%
0.09%
-9.5%
Q1 2020$662,000
-18.8%
4,520
+2.4%
0.10%
-2.1%
Q4 2019$815,000
+9.7%
4,415
-0.2%
0.10%
-4.0%
Q3 2019$743,000
+22.8%
4,423
+20.7%
0.10%
+14.8%
Q2 2019$605,000
-1.8%
3,664
-4.9%
0.09%
-14.6%
Q1 2019$616,000
+26.0%
3,851
+12.3%
0.10%
+9.6%
Q4 2018$489,000
-33.1%
3,429
-21.0%
0.09%
-40.5%
Q3 2018$731,000
+9.1%
4,343
-0.2%
0.16%
-7.6%
Q2 2018$670,000
-13.9%
4,352
-15.9%
0.17%
-18.2%
Q1 2018$778,000
-5.2%
5,175
+2.3%
0.21%
-3.7%
Q4 2017$821,000
+60.7%
5,060
+50.2%
0.22%
-0.5%
Q3 2017$511,000
+4545.5%
3,369
+67.7%
0.22%
+4260.0%
Q2 2017$11,0002,0090.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 83,063$4,372,4433.15%
Brand Asset Management Group, Inc. 60,775$3,199,1791.62%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,016,7411.00%
Dentgroup LLC 15,570$819,6240.71%
Equitable Holdings, Inc. 646,096$34,010,4930.59%
Gladstone Institutional Advisory LLC 111,594$5,874,3080.42%
PACIFIC SUN FINANCIAL CORP 9,060$476,9180.34%
Ipsen Advisor Group LLC 4,959$261,0440.30%
West Coast Financial LLC 32,756$1,724,3020.29%
Red Tortoise LLC 7,232$380,6920.26%
View complete list of ISHARES TR shareholders