Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,366
+1.6%
370.0%0.00%0.0%
Q4 2022$2,328
+16.4%
370.0%0.00%0.0%
Q3 2022$2,0000.0%37
+2.8%
0.00%0.0%
Q2 2022$2,0000.0%360.0%0.00%0.0%
Q1 2022$2,000
-33.3%
360.0%0.00%0.0%
Q4 2021$3,000
+50.0%
360.0%0.00%0.0%
Q2 2021$2,0000.0%36
+111.8%
0.00%
-50.0%
Q1 2021$2,0000.0%170.0%0.00%0.0%
Q4 2020$2,000170.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matrix Trust Co 823,988$53,37013.93%
Lauer Wealth, LLC 96,431$6,277,6636.78%
BARRETT & COMPANY, INC. 86,005$5,570,5273.28%
Dentgroup LLC 58,931$3,816,9372.81%
SPC Financial, Inc. 257,840$16,700,2971.87%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 79,594$5,155,3171.86%
Equitable Holdings, Inc. 1,380,703$89,428,1331.28%
Madison Wealth Partners, Inc 36,920$2,391,2801.21%
Derbend Asset Management 9,908$641,7410.44%
Brand Asset Management Group, Inc. 11,921$772,1240.40%
View complete list of ISHARES TR shareholders