Towerpoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$211,113
-7.0%
5,098
-20.8%
0.12%
-12.5%
Q2 2022$227,000
-20.1%
6,4330.0%0.14%
-3.5%
Q1 2022$284,000
-23.7%
6,433
-14.3%
0.14%
-19.9%
Q4 2021$372,000
+0.8%
7,5030.0%0.18%
-4.3%
Q3 2021$369,000
-10.0%
7,503
-5.1%
0.18%
-9.8%
Q2 2021$410,000
+3.5%
7,908
+500.0%
0.20%
+7.4%
Q1 2021$396,000
-19.2%
1,318
-18.3%
0.19%
-22.4%
Q4 2020$490,000
+26.9%
1,613
-0.6%
0.24%
+14.0%
Q3 2020$386,000
-7.4%
1,623
-14.1%
0.22%
-17.3%
Q2 2020$417,000
+30.3%
1,889
-1.8%
0.26%
+2.8%
Q1 2020$320,000
-26.6%
1,924
-6.6%
0.25%
-12.2%
Q4 2019$436,000
+6.1%
2,059
-2.4%
0.29%
+3.2%
Q3 2019$411,000
-3.7%
2,109
+2.9%
0.28%
-6.7%
Q2 2019$427,000
-1.8%
2,049
-6.0%
0.30%
-1.6%
Q1 2019$435,000
+16.9%
2,180
-2.4%
0.30%
+2.0%
Q4 2018$372,0002,2340.30%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 57,128$2,524,0001.99%
Matrix Trust Co 146,851$6,489,0001.60%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Swaine & Leidel Wealth Services, LLC 1,947$1,947,0001.50%
Integrity Financial Corp /WA 26,854$1,187,0000.97%
Opes Wealth Management LLC 65,155$2,879,0000.94%
BEAM WEALTH ADVISORS, INC. 13,391$592,0000.68%
CREATIVE FINANCIAL DESIGNS INC /ADV 76,668$3,388,0000.52%
Aspire Wealth Management Corp 13,962$617,0000.49%
Courage Miller Partners, LLC 20,325$898,0000.36%
View complete list of ISHARES TR shareholders