Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 93 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$269,000
-23.4%
4,183
-12.7%
0.09%
-12.6%
Q4 2021$351,000
+3.2%
4,789
-2.9%
0.10%
-7.2%
Q3 2021$340,000
-4.2%
4,932
-4.2%
0.11%
-2.6%
Q2 2021$355,000
-87.9%
5,150
-33.8%
0.11%
-88.9%
Q1 2021$2,942,000
+1.2%
7,780
+2.4%
1.02%
-3.4%
Q4 2020$2,907,000
+99.5%
7,600
+67.1%
1.06%
+82.9%
Q3 2020$1,457,000
+16.2%
4,548
+6.3%
0.58%
+8.8%
Q2 2020$1,254,000
+351.1%
4,278
+235.3%
0.53%
+238.9%
Q1 2020$278,000
-85.3%
1,276
-82.3%
0.16%
-85.3%
Q4 2019$1,891,000
+14.9%
7,191
+6.3%
1.07%
+8.7%
Q3 2019$1,646,0006,7620.98%
Other shareholders
ISHARES TR shareholders Q3 2019
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