WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2023
NameSharesValueWeighting ↓
Crestwood Advisors Group, LLC 197,179$21,807,0003.56%
Mathes Company, Inc. 8,180$905,0000.48%
ASPIRIANT, LLC 17,831$1,972,0000.29%
Brinker Capital Investments, LLC 65,000$7,189,0000.28%
Investors Capital Advisory Services 10,812$1,195,0000.26%
Exchange Capital Management, Inc. 4,872$539,0000.25%
B. Riley Wealth Advisors, Inc. 2,833$314,0000.10%
Gemmer Asset Management LLC 1,097$121,0000.09%
Raymond James Financial Services Advisors, Inc. 11,572$1,280,0000.08%
Opus Capital Group, LLC 8,505$941,0000.07%
View complete list of ISHARES TR shareholders