Marshall Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 176 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Marshall Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,166,421
-4.0%
30,907
-0.3%
0.61%
-6.6%
Q1 2024$2,257,008
+19.9%
30,990
+10.5%
0.65%
+6.9%
Q4 2023$1,882,057
+9.0%
28,036
-3.0%
0.61%
-2.4%
Q3 2023$1,726,316
-7.5%
28,902
-2.0%
0.62%
-2.2%
Q2 2023$1,866,422
-3.6%
29,490
-7.6%
0.64%
-8.5%
Q1 2023$1,936,235
+3.8%
31,930
+0.5%
0.70%
-4.0%
Q4 2022$1,864,885
+21.4%
31,786
+11.5%
0.72%
+11.6%
Q3 2022$1,536,000
-4.1%
28,512
+0.3%
0.65%
+1.4%
Q2 2022$1,602,000
+5.7%
28,435
+26.2%
0.64%
+3.2%
Q1 2022$1,516,000
+22.9%
22,531
+29.8%
0.62%
+36.3%
Q4 2021$1,234,000
+2.2%
17,361
-4.3%
0.46%
-27.2%
Q3 2021$1,208,000
+2.9%
18,150
+3.7%
0.62%
-1.4%
Q2 2021$1,174,000
+11.9%
17,504
+319.7%
0.63%
+1.1%
Q1 2021$1,049,000
+9.0%
4,171
+1.5%
0.63%0.0%
Q4 2020$962,0004,1080.63%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 30,230$7,079,0006.25%
Matrix Trust Co 78,998$18,500,0005.20%
Benchmark Wealth Management, LLC 24,720$5,789,0004.39%
Brand Asset Management Group, Inc. 11,309$2,648,0001.49%
Karp Capital Management Corp 18,233$4,270,0000.88%
Marshall Financial Group, LLC 4,108$962,0000.63%
TRUEFG, LLC 2,618$613,0000.37%
TAP Consulting, LLC 4,327$1,013,0000.36%
S.A. Mason LLC 1,841$431,0000.36%
DB Wealth Management Group, LLC 1,801$422,0000.31%
View complete list of ISHARES TR shareholders