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 ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders