Lutz Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$204,994
-2.4%
3,356
+0.3%
0.02%
-15.4%
Q1 2022$210,000
-5.4%
3,346
+0.3%
0.03%
-3.7%
Q4 2021$222,000
+9.9%
3,336
+0.4%
0.03%
+3.8%
Q3 2021$202,000
+0.5%
3,324
+0.4%
0.03%
-3.7%
Q2 2021$201,0003,3120.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders