Lutz Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 83,063$4,372,4433.15%
Brand Asset Management Group, Inc. 60,775$3,199,1791.62%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,016,7411.00%
Dentgroup LLC 15,570$819,6240.71%
Equitable Holdings, Inc. 646,096$34,010,4930.59%
Gladstone Institutional Advisory LLC 111,594$5,874,3080.42%
PACIFIC SUN FINANCIAL CORP 9,060$476,9180.34%
Ipsen Advisor Group LLC 4,959$261,0440.30%
West Coast Financial LLC 32,756$1,724,3020.29%
Red Tortoise LLC 7,232$380,6920.26%
View complete list of ISHARES TR shareholders