BALLAST ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 238 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BALLAST ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,856
-6.2%
1200.0%0.00%0.0%
Q2 2023$7,313
+5.9%
1200.0%0.00%0.0%
Q1 2023$6,907
+6.8%
1200.0%0.00%0.0%
Q4 2022$6,466
+7.8%
1200.0%0.00%0.0%
Q3 2022$6,0000.0%1200.0%0.00%0.0%
Q2 2022$6,000
-25.0%
1200.0%0.00%0.0%
Q1 2022$8,000
-11.1%
1200.0%0.00%0.0%
Q4 2021$9,000
+12.5%
1200.0%0.00%0.0%
Q3 2021$8,0000.0%1200.0%0.00%0.0%
Q2 2021$8,0000.0%120
+500.0%
0.00%
-25.0%
Q1 2021$8,0000.0%200.0%0.00%0.0%
Q4 2020$8,000200.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders