SHELTON WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SHELTON WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,308,140
-13.9%
28,763
-11.8%
0.74%
-22.3%
Q1 2024$1,519,515
-11.2%
32,628
-16.1%
0.96%
-21.4%
Q4 2023$1,710,953
-12.9%
38,885
-23.2%
1.22%
-22.6%
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 Q3 2023
NameSharesValueWeighting ↓
Courage Miller Partners, LLC 6,339$1,258,0000.75%
Madden Advisory Services, Inc. 4,490$891,0000.57%
F3Logic, LLC 3,462$689,0000.49%
M Holdings Securities, Inc. 7,575$1,504,0000.41%
Koshinski Asset Management, Inc. 4,210$836,0000.26%
LEVEL FOUR ADVISORY SERVICES, LLC 10,232$2,031,0000.15%
Ausdal Financial Partners, Inc. 2,377$472,0000.15%
BRR OpCo, LLC 2,125$422,0000.12%
SMITH CHAS P & ASSOCIATES PA CPAS 3,972$789,0000.11%
Almanack Investment Partners, LLC. 1,033$205,0000.09%
View complete list of ISHARES TR shareholders