IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$820,958
-6.3%
14,3700.0%0.02%
-5.6%
Q2 2023$875,708
+5.9%
14,3700.0%0.02%
-5.3%
Q1 2023$827,137
+6.8%
14,3700.0%0.02%
-13.6%
Q4 2022$774,256
+6.9%
14,3700.0%0.02%
+10.0%
Q3 2022$724,000
-2.9%
14,3700.0%0.02%
-13.0%
Q2 2022$746,000
-19.3%
14,3700.0%0.02%
+4.5%
Q1 2022$924,000
-12.2%
14,3700.0%0.02%
-8.3%
Q4 2021$1,052,000
+6.3%
14,3700.0%0.02%
-7.7%
Q3 2021$990,0000.0%14,3700.0%0.03%
-10.3%
Q2 2021$990,00014,3700.03%
Other shareholders
ISHARES TR shareholders Q2 2021
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