MATRIX PRIVATE CAPITAL GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 146 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MATRIX PRIVATE CAPITAL GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$142,630
-7.4%
2,376
-2.3%
0.11%
-6.2%
Q2 2023$153,986
+4.4%
2,433
+0.0%
0.11%
+10.8%
Q1 2023$147,480
-0.7%
2,432
-3.9%
0.10%
+5.2%
Q4 2022$148,480
+9.2%
2,531
+0.1%
0.10%
+5.4%
Q3 2022$136,000
-4.2%
2,529
+0.1%
0.09%
+13.6%
Q2 2022$142,000
-16.5%
2,527
+0.1%
0.08%
-2.4%
Q1 2022$170,000
+1.8%
2,525
+7.3%
0.08%
+5.1%
Q4 2021$167,000
+6.4%
2,354
+0.1%
0.08%
-3.7%
Q3 2021$157,000
+1.3%
2,352
+1.8%
0.08%
-3.5%
Q2 2021$155,000
+6.2%
2,311
+297.8%
0.08%
-3.4%
Q1 2021$146,000
+7.4%
5810.0%0.09%
-10.2%
Q4 2020$136,000
+14.3%
581
-2.4%
0.10%
-19.0%
Q3 2020$119,000
+5.3%
595
-3.3%
0.12%
-3.2%
Q2 2020$113,000
+18.9%
615
-0.8%
0.12%
-7.4%
Q1 2020$95,000
-47.8%
620
-28.5%
0.14%
-29.3%
Q4 2019$182,0008670.19%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders