Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$435,380
-7.5%
7,621
-1.3%
0.24%
-6.2%
Q2 2023$470,548
-3.6%
7,722
-8.9%
0.26%
+30.2%
Q1 2023$487,925
-5.3%
8,477
-11.4%
0.20%
-19.4%
Q4 2022$515,270
-23.6%
9,563
-24.0%
0.25%
-31.4%
Q3 2022$674,000
-8.5%
12,587
-9.6%
0.36%
-14.9%
Q2 2022$737,000
-59.4%
13,916
-50.4%
0.42%
-54.9%
Q1 2022$1,815,000
-19.1%
28,082
-8.3%
0.94%
-14.7%
Q4 2021$2,244,000
+46.5%
30,637
+37.7%
1.10%
+11.1%
Q3 2021$1,532,000
+8.2%
22,245
+8.2%
0.99%
+5.4%
Q2 2021$1,416,000
+44.0%
20,554
+690.8%
0.94%
+18.0%
Q1 2021$983,000
+40.8%
2,599
+42.5%
0.80%
+22.5%
Q4 2020$698,0001,8240.65%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders