Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 177 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$567,000
-39.6%
8,817
-31.3%
0.07%
-40.3%
Q4 2021$939,000
-20.0%
12,826
-24.8%
0.12%
-26.6%
Q3 2021$1,174,000
-12.5%
17,048
-12.5%
0.17%
+3.7%
Q2 2021$1,341,000
+64.7%
19,476
+803.8%
0.16%
+21.6%
Q1 2021$814,000
-2.4%
2,155
-1.2%
0.13%
-23.4%
Q4 2020$834,000
-93.3%
2,182
+5961.1%
0.18%
+2816.7%
Q3 2020$12,446,000
-25.7%
36
-35.7%
0.01%
-33.3%
Q2 2020$16,762,000560.01%
Other shareholders
ISHARES TR shareholders Q3 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