Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 177 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$214,452
+7.1%
3,726
+0.2%
0.06%0.0%
Q4 2022$200,321
-21.1%
3,718
-26.4%
0.06%
-21.4%
Q3 2022$254,000
-2.7%
5,055
+0.2%
0.07%0.0%
Q2 2022$261,000
-19.2%
5,043
+0.1%
0.07%
-7.9%
Q1 2022$323,000
-12.2%
5,037
+0.1%
0.08%
-9.5%
Q4 2021$368,000
+6.4%
5,031
+0.1%
0.08%
-3.4%
Q3 2021$346,000
+0.3%
5,024
+0.1%
0.09%
-1.1%
Q2 2021$345,000
+9.2%
5,018
+500.2%
0.09%0.0%
Q1 2021$316,000
-1.2%
836
+0.1%
0.09%
-9.3%
Q4 2020$320,000
+19.9%
8350.0%0.10%
+3.2%
Q3 2020$267,000
+8.1%
8350.0%0.09%
+1.1%
Q2 2020$247,000
+30.7%
835
-8.0%
0.09%
+3.3%
Q1 2020$189,000
-21.6%
9080.0%0.09%
+12.5%
Q4 2019$241,000
-18.9%
908
-26.7%
0.08%
-25.9%
Q3 2019$297,000
-5.1%
1,238
+0.1%
0.11%
-7.7%
Q2 2019$313,000
+27.2%
1,237
+19.3%
0.12%
+17.0%
Q1 2019$246,000
+22.4%
1,0370.0%0.10%
+8.7%
Q4 2018$201,0001,0370.09%
Other shareholders
ISHARES TR shareholders Q3 2021
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