SeaCrest 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
SeaCrest Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,120,511
-3.6%
19,0250.0%0.15%
-0.7%
Q2 2023$1,162,070
+7.5%
19,025
-0.7%
0.15%
+0.7%
Q1 2023$1,080,818
+6.4%
19,160
-0.7%
0.15%0.0%
Q4 2022$1,016,052
+0.9%
19,302
-5.3%
0.15%
-4.6%
Q3 2022$1,007,000
-5.1%
20,393
-0.2%
0.15%
+14.2%
Q2 2022$1,061,000
-17.4%
20,429
+0.0%
0.13%
-8.8%
Q1 2022$1,284,000
-7.8%
20,427
-2.6%
0.15%
-3.9%
Q4 2021$1,392,000
+5.0%
20,965
-4.0%
0.15%
-4.4%
Q3 2021$1,326,000
-0.7%
21,847
-0.7%
0.16%
-0.6%
Q2 2021$1,336,000
+7.7%
21,995
+297.8%
0.16%
-1.8%
Q1 2021$1,240,000
+2.1%
5,529
-1.4%
0.16%
-4.1%
Q4 2020$1,215,000
+11.0%
5,606
-0.2%
0.17%
-2.3%
Q3 2020$1,095,000
+2.1%
5,615
-8.6%
0.18%
-5.4%
Q2 2020$1,073,000
+18.4%
6,146
-0.6%
0.18%
-5.1%
Q1 2020$906,000
-27.7%
6,183
-9.0%
0.20%
-7.1%
Q4 2019$1,253,000
+9.8%
6,793
+0.0%
0.21%
-1.9%
Q3 2019$1,141,000
+1.8%
6,792
+0.0%
0.21%
-6.1%
Q2 2019$1,121,000
+2.3%
6,791
-0.8%
0.23%
+21.3%
Q1 2019$1,096,000
+12.3%
6,849
+0.0%
0.19%
-6.5%
Q4 2018$976,000
-15.3%
6,848
+0.0%
0.20%
+3.1%
Q3 2018$1,152,000
+3.3%
6,846
-5.5%
0.20%
-3.0%
Q2 2018$1,115,000
-0.3%
7,245
-0.7%
0.20%
-2.0%
Q1 2018$1,118,000
-5.0%
7,295
-1.6%
0.20%
-4.7%
Q4 2017$1,177,0007,4100.22%
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