Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$228,791
-46.1%
3,615
-48.3%
0.02%
-48.7%
Q1 2023$424,192
-15.5%
6,995
-18.3%
0.04%
-23.5%
Q4 2022$502,298
-31.3%
8,561
-35.1%
0.05%
+21.4%
Q3 2022$731,000
-25.0%
13,191
-23.1%
0.04%
-25.0%
Q2 2022$975,000
-23.2%
17,156
-9.1%
0.06%
-9.7%
Q1 2022$1,270,000
+74.9%
18,881
+85.0%
0.06%
-13.9%
Q4 2021$726,000
+49.4%
10,208
+40.7%
0.07%
+44.0%
Q2 2021$486,000
+6.6%
7,255
+300.4%
0.05%
-18.0%
Q1 2021$456,000
-3.2%
1,812
-9.9%
0.06%
-11.6%
Q4 2020$471,000
+18.6%
2,010
+1.5%
0.07%
+6.2%
Q3 2020$397,000
+36.4%
1,980
+25.6%
0.06%
+22.6%
Q2 2020$291,000
+27.1%
1,577
+5.8%
0.05%0.0%
Q1 2020$229,000
-29.3%
1,490
-3.7%
0.05%
+8.2%
Q4 2019$324,000
+6.9%
1,547
+1.6%
0.05%
-22.2%
Q3 2019$303,000
+16.1%
1,522
+13.4%
0.06%
+85.3%
Q2 2019$261,000
+8.3%
1,342
+5.6%
0.03%
-37.0%
Q1 2019$241,000
+12.1%
1,271
-3.9%
0.05%
-6.9%
Q4 2018$215,0001,3230.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders