Interchange Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Interchange Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$209,572
-14.1%
3,439
-9.7%
0.16%
-36.3%
Q1 2022$244,000
-12.2%
3,810
+0.1%
0.25%
-10.0%
Q4 2021$278,000
+16.3%
3,805
+1100.3%
0.28%
+114.6%
Q1 2021$239,000
-1.2%
317
-50.0%
0.13%
-0.8%
Q4 2020$242,0006340.13%
Other shareholders
ISHARES TR shareholders Q2 2021
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