Lloyd Advisory Services, LLC. - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lloyd Advisory Services, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$20,000
-23.1%
314
-20.5%
0.01%
-30.8%
Q3 2021$26,000
+4.0%
395
+1.3%
0.01%0.0%
Q2 2021$25,000
+733.3%
390
+2685.7%
0.01%
+550.0%
Q2 2020$3,000140.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthquest Corp 709,769$35,552,0005.36%
Aspire Wealth Management Corp 105,696$5,294,0004.88%
FAS Wealth Partners, Inc. 831,269$41,638,0004.38%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 176,800$8,855,0004.19%
Dentgroup LLC 65,328$3,272,0003.64%
Clearstead Advisors, LLC 858,882$43,021,0003.35%
Equitable Holdings, Inc. 3,310,338$165,815,0003.16%
Corsicana & Co. 47,286$2,369,0001.87%
Sunburst Financial Group, LLC 62,721$3,142,0001.51%
Surevest, LLC 81,878$4,101,0001.08%
View complete list of ISHARES TR shareholders