Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$610,920
-2.4%
12,550
-3.1%
0.01%
-14.3%
Q3 2022$626,000
+139.8%
12,946
+150.4%
0.01%
+133.3%
Q2 2022$261,000
-13.0%
5,170
+11.9%
0.01%
+50.0%
Q1 2022$300,000
+13.6%
4,619
+14.7%
0.00%
-42.9%
Q3 2021$264,0004,0260.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Clearstead Trust, LLC 614,062$36,628,77812.05%
Aspire Wealth Management Corp 100,273$5,981,2764.55%
FAS Wealth Partners, Inc. 708,476$42,260,6044.52%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 157,335$9,385,0463.39%
DB Wealth Management Group, LLC 82,774$4,937,4453.12%
Sunburst Financial Group, LLC 140,491$8,380,2882.96%
Dentgroup LLC 64,114$3,824,3942.82%
Equitable Holdings, Inc. 3,188,526$190,195,5762.73%
Madison Wealth Partners, Inc 44,066$2,628,5341.33%
White Pine Investment CO 62,175$3,7091.30%
View complete list of ISHARES TR shareholders