Laurel Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 108 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$54,652
-6.4%
1,4100.0%0.01%0.0%
Q2 2023$58,389
+6.2%
1,4100.0%0.01%0.0%
Q1 2023$54,966
+8.2%
1,4100.0%0.01%
+9.1%
Q4 2022$50,817
+3.7%
1,4100.0%0.01%
-8.3%
Q3 2022$49,000
-2.0%
1,4100.0%0.01%0.0%
Q2 2022$50,000
-19.4%
1,4100.0%0.01%
-7.7%
Q1 2022$62,000
-11.4%
1,4100.0%0.01%
-7.1%
Q4 2021$70,000
+1.4%
1,4100.0%0.01%
-6.7%
Q3 2021$69,000
-5.5%
1,4100.0%0.02%
-6.2%
Q2 2021$73,000
+2.8%
1,410
+500.0%
0.02%
-5.9%
Q1 2021$71,0000.0%2350.0%0.02%
-5.6%
Q4 2020$71,000
+26.8%
2350.0%0.02%
+5.9%
Q3 2020$56,000
+7.7%
2350.0%0.02%0.0%
Q2 2020$52,000
+33.3%
2350.0%0.02%
+13.3%
Q1 2020$39,000
-22.0%
2350.0%0.02%
-6.2%
Q4 2019$50,000
+8.7%
2350.0%0.02%0.0%
Q3 2019$46,000
-4.2%
2350.0%0.02%
-5.9%
Q2 2019$48,000
+2.1%
2350.0%0.02%0.0%
Q1 2019$47,000
+20.5%
2350.0%0.02%
+6.2%
Q4 2018$39,0002350.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders