WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$63,608
-3.6%
1,0800.0%0.07%
+1.5%
Q2 2023$65,967
+16.0%
1,0800.0%0.06%
+47.7%
Q4 2022$56,851
+1.5%
1,0800.0%0.04%
-8.3%
Q2 2022$56,000
-74.1%
1,080
+193.5%
0.05%
-15.8%
Q4 2020$216,0003680.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 70,606$4,158,3742.66%
Brand Asset Management Group, Inc. 58,110$3,422,4051.76%
Quantitative Strategies, Inc. 34,761$2,047,2701.38%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,137,5681.14%
Dentgroup LLC 15,669$922,8330.68%
Equitable Holdings, Inc. 561,856$33,090,8460.48%
Gladstone Institutional Advisory LLC 96,564$5,687,1950.37%
Red Tortoise LLC 7,281$428,8020.29%
West Coast Financial LLC 27,906$1,643,5470.24%
CHAPIN DAVIS, INC. 7,912$466,0080.22%
View complete list of ISHARES TR shareholders