TRANSCEND CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$219,649
-4.1%
4,2420.0%0.02%
-4.5%
Q2 2023$229,153
+3.6%
4,2420.0%0.02%
-4.3%
Q1 2023$221,293
+8.5%
4,242
+8.2%
0.02%
+4.5%
Q4 2022$204,0233,9190.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Atria Investments, Inc 140,280$17,320,0001.76%
Courage Miller Partners, LLC 16,699$2,062,0001.62%
Camarda Financial Advisors, LLC 15,143$1,870,0001.43%
M Holdings Securities, Inc. 9,821$1,213,0001.27%
ACG Wealth 25,050$3,093,0000.92%
Investors Capital Advisory Services 18,575$2,293,0000.49%
NEW ENGLAND SECURITIES CORP /MA/ 18,038$2,228,0000.43%
Advisors Preferred, LLC 5,115$631,651,0000.29%
Plante Moran Financial Advisors, LLC 1,000$123,0000.13%
B. Riley Wealth Advisors, Inc. 3,490$431,0000.13%
View complete list of ISHARES TR shareholders