Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 126 filers reported holding ISHARES TR in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 70,606$4,158,3742.66%
Brand Asset Management Group, Inc. 58,110$3,422,4051.76%
Quantitative Strategies, Inc. 34,761$2,047,2701.38%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,137,5681.14%
Dentgroup LLC 15,669$922,8330.68%
Equitable Holdings, Inc. 561,856$33,090,8460.48%
Gladstone Institutional Advisory LLC 96,564$5,687,1950.37%
Red Tortoise LLC 7,281$428,8020.29%
West Coast Financial LLC 27,906$1,643,5470.24%
CHAPIN DAVIS, INC. 7,912$466,0080.22%
View complete list of ISHARES TR shareholders