TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 123 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$50.0%1280.0%0.00%0.0%
Q2 2023$50.0%1280.0%0.00%0.0%
Q1 2023$50.0%128
+0.8%
0.00%0.0%
Q4 2022$5
-99.9%
1270.0%0.00%0.0%
Q3 2022$4,0000.0%1270.0%0.00%0.0%
Q2 2022$4,000
-33.3%
1270.0%0.00%0.0%
Q1 2022$6,0000.0%1270.0%0.00%0.0%
Q4 2021$6,0000.0%127
+0.8%
0.00%0.0%
Q3 2021$6,000
-14.3%
1260.0%0.00%
-33.3%
Q2 2021$7,000
+16.7%
126
+500.0%
0.00%0.0%
Q1 2021$6,000210.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 57,128$2,524,0001.99%
Matrix Trust Co 146,851$6,489,0001.60%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Swaine & Leidel Wealth Services, LLC 1,947$1,947,0001.50%
Integrity Financial Corp /WA 26,854$1,187,0000.97%
Opes Wealth Management LLC 65,155$2,879,0000.94%
BEAM WEALTH ADVISORS, INC. 13,391$592,0000.68%
CREATIVE FINANCIAL DESIGNS INC /ADV 76,668$3,388,0000.52%
Aspire Wealth Management Corp 13,962$617,0000.49%
Courage Miller Partners, LLC 20,325$898,0000.36%
View complete list of ISHARES TR shareholders