Ullmann Wealth Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ullmann Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$458,953
-2.6%
7,0860.0%0.09%
-8.5%
Q2 2023$471,353
+4.1%
7,0860.0%0.09%
-8.7%
Q1 2023$452,788
+1.7%
7,086
+0.6%
0.10%
-5.5%
Q4 2022$445,421
+12.8%
7,044
+0.6%
0.11%0.0%
Q3 2022$395,000
-5.7%
7,000
+0.8%
0.11%
-3.5%
Q2 2022$419,000
-12.0%
6,9440.0%0.11%
-7.4%
Q1 2022$476,000
-1.4%
6,9440.0%0.12%
-5.4%
Q4 2021$483,000
+9.3%
6,9440.0%0.13%
-26.3%
Q3 2021$442,000
-1.3%
6,9440.0%0.18%
-5.4%
Q2 2021$448,000
+4.9%
6,944
+100.0%
0.18%
-2.6%
Q1 2021$427,000
+9.5%
3,4720.0%0.19%
-2.6%
Q4 2020$390,000
+13.7%
3,4720.0%0.20%
-1.0%
Q3 2020$343,000
+2.1%
3,4720.0%0.20%
-4.8%
Q2 2020$336,000
+12.0%
3,4720.0%0.21%
-8.0%
Q1 2020$300,000
-26.3%
3,4720.0%0.22%
-8.9%
Q4 2019$407,000
+6.3%
3,4720.0%0.25%
+4.7%
Q3 2019$383,000
+2.4%
3,4720.0%0.24%
+0.9%
Q2 2019$374,000
+2.2%
3,4720.0%0.23%
-0.4%
Q1 2019$366,000
+9.6%
3,4720.0%0.24%
-4.9%
Q4 2018$334,000
-10.2%
3,4720.0%0.25%
-0.4%
Q3 2018$372,000
+5.7%
3,4720.0%0.25%
+1.6%
Q2 2018$352,000
+2.6%
3,4720.0%0.24%
+0.8%
Q1 2018$343,000
-6.3%
3,4720.0%0.24%
-3.6%
Q4 2017$366,000
-11.8%
3,472
-26.3%
0.25%
-39.5%
Q3 2017$415,000
+24.6%
4,711
+35.7%
0.42%
+73.6%
Q2 2017$333,000
-0.3%
3,4720.0%0.24%
-13.7%
Q1 2017$334,000
-10.7%
3,472
-11.7%
0.28%
-22.0%
Q4 2016$374,0003,9300.36%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matrix Trust Co 302,342$29,886,0008.78%
SPC Financial, Inc. 129,282$12,780,0002.20%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 17,828$1,762,0001.29%
Equitable Holdings, Inc. 458,036$45,277,0001.17%
TAP Consulting, LLC 16,855$1,666,0000.66%
GenWealth Group, Inc. 17,234$1,740,0000.63%
Courage Miller Partners, LLC 8,066$780,0000.42%
Brand Asset Management Group, Inc. 6,610$653,0000.41%
AVANTAX ADVISORY SERVICES, INC. 178,568$17,657,0000.28%
Towerpoint Wealth, LLC 4,741$469,0000.26%
View complete list of ISHARES TR shareholders