Private Wealth Strategies, L.L.C. - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 97 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
Private Wealth Strategies, L.L.C. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$429,836
-2.6%
6,6360.0%0.11%
+0.9%
Q2 2023$441,449
+4.6%
6,636
+0.5%
0.11%
-0.9%
Q1 2023$422,151
+1.6%
6,606
+0.6%
0.11%
-3.6%
Q4 2022$415,361
+12.6%
6,569
+0.6%
0.11%
+2.8%
Q3 2022$369,000
-5.6%
6,528
+0.8%
0.11%
-0.9%
Q2 2022$391,000
-11.7%
6,477
+0.4%
0.11%0.0%
Q1 2022$443,000
-0.7%
6,449
+0.5%
0.11%
+5.8%
Q4 2021$446,000
+9.6%
6,420
+0.6%
0.10%
+1.0%
Q3 2021$407,000
-0.7%
6,382
+0.6%
0.10%
-3.8%
Q2 2021$410,000
+5.7%
6,345
+100.7%
0.11%
-0.9%
Q1 2021$388,000
+9.9%
3,161
+0.6%
0.11%0.0%
Q4 2020$353,000
+14.6%
3,143
+0.7%
0.11%
-0.9%
Q3 2020$308,000
+3.0%
3,120
+0.8%
0.11%
-18.2%
Q2 2020$299,000
-15.5%
3,096
-24.3%
0.13%
-25.4%
Q1 2020$354,000
-26.1%
4,0880.0%0.18%
-7.3%
Q4 2019$479,0004,0880.19%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Matrix Trust Co 823,988$53,37013.93%
Lauer Wealth, LLC 96,431$6,277,6636.78%
BARRETT & COMPANY, INC. 86,005$5,570,5273.28%
Dentgroup LLC 58,931$3,816,9372.81%
SPC Financial, Inc. 257,840$16,700,2971.87%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 79,594$5,155,3171.86%
Equitable Holdings, Inc. 1,380,703$89,428,1331.28%
Madison Wealth Partners, Inc 36,920$2,391,2801.21%
Derbend Asset Management 9,908$641,7410.44%
Brand Asset Management Group, Inc. 11,921$772,1240.40%
View complete list of ISHARES TR shareholders