Towerpoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 88 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
Q3 2023$293,797
-36.3%
5,674
-33.6%
0.17%
-33.1%
Q2 2023$461,547
+3.7%
8,544
+0.1%
0.26%
+2.0%
Q1 2023$445,194
+0.2%
8,5340.0%0.26%
-0.4%
Q4 2022$444,280
+9.4%
8,534
-0.1%
0.26%
+4.5%
Q3 2022$406,000
-5.6%
8,5400.0%0.24%
-4.7%
Q2 2022$430,000
-14.5%
8,540
-0.3%
0.26%
+2.8%
Q1 2022$503,000
-1.2%
8,5660.0%0.25%
+3.7%
Q4 2021$509,000
+4.5%
8,5660.0%0.24%
-0.8%
Q3 2021$487,000
-3.4%
8,5660.0%0.24%
-2.8%
Q2 2021$504,000
+3.9%
8,566
+197.8%
0.25%
+7.3%
Q1 2021$485,000
+18.6%
2,876
-0.9%
0.23%
+13.7%
Q4 2020$409,000
+19.2%
2,901
-10.2%
0.20%
+7.3%
Q3 2020$343,000
-18.1%
3,232
-20.0%
0.19%
-26.8%
Q2 2020$419,000
+21.4%
4,0390.0%0.26%
-4.4%
Q1 2020$345,000
-41.6%
4,039
-1.8%
0.27%
-30.2%
Q4 2019$591,000
+5.7%
4,112
-1.6%
0.39%
+2.9%
Q3 2019$559,000
-3.0%
4,1770.0%0.38%
-5.9%
Q2 2019$576,0000.0%4,1770.0%0.40%
+0.5%
Q1 2019$576,000
+12.1%
4,1770.0%0.40%
-2.4%
Q4 2018$514,0004,1770.41%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 196,882$10,249,6798.17%
Ipsen Advisor Group LLC 70,529$3,671,7484.23%
Matrix Trust Co 182,751$9,5142.41%
Viewpoint Capital Management LLC 46,323$2,411,5752.33%
EisnerAmper Wealth Management Corporate Benefits, LLC 59,776$3,1121.59%
PANORAMIC INVESTMENT ADVISORS, LLC 14,170$737,6910.76%
Hyperion Capital Advisors LP 27,400$1,426,4440.70%
PACIFIC SUN FINANCIAL CORP 13,212$687,8170.48%
Jackson Creek Investment Advisors LLC 21,063$8340.37%
Perennial Investment Advisors, LLC 17,439$907,8690.37%
View complete list of ISHARES TR shareholders