Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 97 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$72,6060.0%1,1890.0%0.02%
+6.2%
Q2 2023$72,606
+16.2%
1,189
+0.2%
0.02%
+6.7%
Q4 2022$62,468
+5.9%
1,187
+0.2%
0.02%0.0%
Q3 2022$59,000
-21.3%
1,185
+182.8%
0.02%
-28.6%
Q4 2019$75,000
+7.1%
4190.0%0.02%
+10.5%
Q3 2019$70,0000.0%419
+0.2%
0.02%0.0%
Q2 2019$70,000
+94.4%
418
+87.4%
0.02%
+18.8%
Q1 2019$36,0002230.02%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders