Towerpoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 77 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$313,616
-5.8%
4,842
-3.3%
0.19%
-1.1%
Q2 2023$333,066
+4.1%
5,0070.0%0.19%
+2.7%
Q1 2023$319,947
-1.3%
5,007
-2.4%
0.18%
-2.1%
Q4 2022$324,243
+11.8%
5,1280.0%0.19%
+6.9%
Q3 2022$290,000
-6.8%
5,128
-0.3%
0.18%
-5.9%
Q2 2022$311,000
-11.9%
5,1430.0%0.19%
+6.3%
Q1 2022$353,000
-2.5%
5,143
-1.2%
0.18%
+2.3%
Q4 2021$362,000
+9.4%
5,2030.0%0.17%
+3.6%
Q3 2021$331,000
-1.5%
5,2030.0%0.16%
-1.2%
Q2 2021$336,000
-13.6%
5,203
+64.3%
0.17%
-10.7%
Q1 2021$389,000
+1.6%
3,166
-7.3%
0.19%
-2.6%
Q4 2020$383,000
-18.3%
3,416
-27.9%
0.19%
-26.4%
Q3 2020$469,000
-13.3%
4,741
-15.2%
0.26%
-22.6%
Q2 2020$541,000
+11.8%
5,5900.0%0.34%
-12.0%
Q1 2020$484,000
-25.4%
5,590
+1.0%
0.38%
-10.7%
Q4 2019$649,000
+6.0%
5,5370.0%0.43%
+3.1%
Q3 2019$612,000
+1.0%
5,5370.0%0.42%
-2.1%
Q2 2019$606,000
-0.8%
5,537
-4.4%
0.42%
-0.2%
Q1 2019$611,000
+7.2%
5,792
-2.1%
0.43%
-6.8%
Q4 2018$570,0005,9170.46%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
GenWealth Group, Inc. 123,166$12,268,0007.35%
SPC Financial, Inc. 96,518$9,614,0002.38%
Courage Miller Partners, LLC 19,035$1,896,0001.19%
Ullmann Wealth Partners Group, LLC 4,711$415,0000.42%
Tower Research Capital LLC (TRC) 30,989$3,087,0000.26%
AXA S.A. 430,336$42,866,0000.18%
Summit Asset Management, LLC 3,057$305,0000.15%
RFG Advisory, LLC 2,313$231,0000.14%
Ausdal Financial Partners, Inc. 2,720$271,0000.11%
B. Riley Wealth Advisors, Inc. 5,642$562,0000.09%
View complete list of ISHARES TR shareholders