Treybourne Wealth Planners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 186 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Treybourne Wealth Planners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$2,393,000
+11.0%
36,945
+394.4%
1.48%
-0.8%
Q1 2021$2,155,000
-2.9%
7,472
-2.4%
1.49%
-6.6%
Q4 2020$2,220,0007,6571.60%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Clearstead Trust, LLC 774,478$48,282,03715.50%
FAS Wealth Partners, Inc. 708,369$44,160,7605.59%
Aspire Wealth Management Corp 100,649$6,274,6114.75%
Sanctuary Wealth Management, L.L.C. 63,860$3,981,1224.21%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 158,071$9,854,3823.40%
Sunburst Financial Group, LLC 145,103$9,045,9243.16%
Dentgroup LLC 64,972$4,050,4642.93%
Equitable Holdings, Inc. 3,265,338$203,565,7432.93%
Strategic Financial Concepts, LLC 55,683$3,471,3551.28%
Madison Wealth Partners, Inc 43,642$2,720,7001.27%
View complete list of ISHARES TR shareholders