SHELTON WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SHELTON WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,963,314
-6.4%
50,653
+0.0%
1.57%
-3.4%
Q2 2023$2,096,799
+4.7%
50,635
-1.4%
1.62%0.0%
Q1 2023$2,002,739
+15.3%
51,376
+6.6%
1.62%
+18.5%
Q4 2022$1,736,229
-32.6%
48,175
-35.2%
1.37%
-40.3%
Q3 2022$2,577,000
-1.8%
74,337
+0.0%
2.30%
+2.9%
Q2 2022$2,625,000
+4.0%
74,318
+30.1%
2.23%
+12.1%
Q1 2022$2,524,000
-2.2%
57,128
+9.9%
1.99%
-1.9%
Q4 2021$2,580,00051,9662.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Courage Miller Partners, LLC 8,597$1,239,0000.86%
M Holdings Securities, Inc. 7,185$1,035,0000.47%
Madden Advisory Services, Inc. 4,490$646,0000.40%
SMITH CHAS P & ASSOCIATES PA CPAS 20,089$2,907,0000.25%
Ausdal Financial Partners, Inc. 2,670$385,0000.19%
BRR OpCo, LLC 2,125$306,0000.10%
Virtu Financial LLC 3,488$503,0000.09%
ADELL HARRIMAN & CARPENTER INC 2,251$324,363,0000.08%
NATIONAL PLANNING CORP 3,673$496,0000.04%
MCF Advisors LLC 967$139,0000.03%
View complete list of ISHARES TR shareholders