Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 218 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,472,851
+597.5%
60,764
+602.6%
0.98%
+224.9%
Q1 2023$497,876
-88.5%
8,649
-89.2%
0.30%
-76.4%
Q4 2022$4,313,834
-11.5%
80,055
-17.2%
1.28%
-19.4%
Q3 2022$4,873,000
+22.0%
96,723
+25.8%
1.59%
+13.9%
Q2 2022$3,994,000
+46.2%
76,876
+81.0%
1.39%
+36.0%
Q1 2022$2,731,000
+34.3%
42,472
+53.0%
1.02%
+37.6%
Q4 2021$2,033,000
+220.2%
27,751
+201.2%
0.74%
+165.7%
Q3 2021$635,0009,2130.28%
Other shareholders
ISHARES TR shareholders Q4 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