Treybourne Wealth Planners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 187 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 ↓
Dentgroup LLC 88,781$6,376,0006.01%
Aspire Wealth Management Corp 101,841$7,314,0005.92%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,107$14,013,0005.32%
FAS Wealth Partners, Inc. 785,874$56,441,0005.18%
Clearstead Advisors, LLC 855,188$61,420,0004.18%
Equitable Holdings, Inc. 3,187,243$228,908,0003.60%
Corsicana & Co. 56,551$4,061,0002.46%
Fortune 45 LLC 29,370$2,109,0001.85%
DB Wealth Management Group, LLC 38,609$2,773,0001.64%
Pinnacle Financial Group, LLC / IL 28,140$2,021,0001.56%
View complete list of ISHARES TR shareholders