Opes Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,125,072
-2.5%
106,426
+4.1%
1.14%
-4.8%
Q2 2023$4,232,102
+14.8%
102,200
+8.0%
1.20%
+0.9%
Q1 2023$3,687,180
+37.5%
94,586
+27.1%
1.19%
+22.1%
Q4 2022$2,682,457
+7.5%
74,430
+3.4%
0.97%
-2.4%
Q3 2022$2,495,000
+1.3%
71,990
+3.2%
1.00%
+1.2%
Q2 2022$2,464,000
-14.4%
69,765
+7.1%
0.99%
+5.2%
Q1 2022$2,879,00065,1550.94%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Courage Miller Partners, LLC 8,597$1,239,0000.86%
M Holdings Securities, Inc. 7,185$1,035,0000.47%
Madden Advisory Services, Inc. 4,490$646,0000.40%
SMITH CHAS P & ASSOCIATES PA CPAS 20,089$2,907,0000.25%
Ausdal Financial Partners, Inc. 2,670$385,0000.19%
BRR OpCo, LLC 2,125$306,0000.10%
Virtu Financial LLC 3,488$503,0000.09%
ADELL HARRIMAN & CARPENTER INC 2,251$324,363,0000.08%
NATIONAL PLANNING CORP 3,673$496,0000.04%
MCF Advisors LLC 967$139,0000.03%
View complete list of ISHARES TR shareholders