Annapolis Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Annapolis Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$41,811
-5.6%
7000.0%0.01%
-7.7%
Q2 2023$44,303
+4.4%
7000.0%0.01%0.0%
Q1 2023$42,448
-43.5%
700
-45.3%
0.01%
-45.8%
Q4 2022$75,098
+8.8%
1,2800.0%0.02%
-4.0%
Q3 2022$69,000
+76.9%
1,280
+82.9%
0.02%
+78.6%
Q2 2022$39,000
-17.0%
7000.0%0.01%
-6.7%
Q1 2022$47,000
-6.0%
7000.0%0.02%
-6.2%
Q4 2021$50,000
+6.4%
7000.0%0.02%0.0%
Q3 2021$47,0000.0%7000.0%0.02%0.0%
Q2 2021$47,000
+6.8%
700
+300.0%
0.02%0.0%
Q1 2021$44,000
+7.3%
1750.0%0.02%0.0%
Q4 2020$41,0001750.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders