Towerpoint Wealth, 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
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 2022
NameSharesValueWeighting ↓
GenWealth Group, Inc. 144,671$14,621,0007.18%
SPC Financial, Inc. 97,755$9,938,0002.17%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,156$1,540,0001.38%
Courage Miller Partners, LLC 13,696$1,392,0000.83%
Brand Asset Management Group, Inc. 7,353$748,0000.57%
Cypress Wealth Services, LLC 11,541$1,173,0000.45%
IFG Advisory, LLC 10,660$1,655,0000.34%
Ullmann Wealth Partners Group, LLC 3,472$352,0000.24%
AXA S.A. 441,936$44,929,0000.17%
Summit Asset Management, LLC 3,157$321,0000.15%
View complete list of ISHARES TR shareholders