Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 151 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$677,329
-6.1%
11,8380.0%0.00%
+200.0%
Q2 2023$721,408
+28.3%
11,838
+21.2%
0.00%
-90.9%
Q1 2023$562,246
+48.2%
9,7680.0%0.01%
+120.0%
Q4 2022$379,345
-29.4%
9,768
-8.2%
0.01%
-28.6%
Q3 2022$537,000
-3.1%
10,6440.0%0.01%0.0%
Q2 2022$554,000
+8.8%
10,644
+34.5%
0.01%
+40.0%
Q1 2022$509,000
-12.2%
7,9140.0%0.01%
-16.7%
Q4 2021$580,000
+6.2%
7,9140.0%0.01%
-14.3%
Q3 2021$546,000
+18.7%
7,914
+18.6%
0.01%0.0%
Q2 2021$460,000
+9.3%
6,672
+500.0%
0.01%0.0%
Q1 2021$421,000
-0.9%
1,1120.0%0.01%0.0%
Q4 2020$425,000
+19.4%
1,1120.0%0.01%0.0%
Q3 2020$356,000
+9.2%
1,1120.0%0.01%0.0%
Q2 2020$326,000
-2.4%
1,112
-27.5%
0.01%
-30.0%
Q1 2020$334,000
-18.3%
1,533
-1.4%
0.01%
-9.1%
Q4 2019$409,000
+7.9%
1,5550.0%0.01%
-8.3%
Q3 2019$379,0001,5550.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders