Stonebridge Financial Planning Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 122 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
Stonebridge Financial Planning Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$78,000
-9.3%
1,2000.0%0.04%
-2.4%
Q3 2021$86,000
+6.2%
1,2000.0%0.04%
-2.3%
Q2 2021$81,000
+5.2%
1,200
+300.0%
0.04%
-4.4%
Q1 2021$77,000
-18.1%
300
-25.0%
0.04%
-25.0%
Q4 2020$94,000
+11.9%
4000.0%0.06%0.0%
Q3 2020$84,000
-9.7%
400
-20.0%
0.06%
-24.1%
Q2 2020$93,000
+13.4%
5000.0%0.08%
-3.7%
Q1 2020$82,000
-26.8%
500
-6.7%
0.08%
-18.8%
Q4 2019$112,0005360.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders