High Net Worth Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 287 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
High Net Worth Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$304,875
-4.1%
4,5000.0%0.09%
-8.0%
Q1 2024$318,060
+9.7%
4,5000.0%0.10%
-7.4%
Q4 2023$290,025
+12.8%
4,5000.0%0.11%
+4.9%
Q3 2023$257,085
-6.3%
4,5000.0%0.10%
-2.8%
Q2 2023$274,230
+36.1%
4,500
+28.6%
0.11%
+29.3%
Q1 2023$201,460
+6.8%
3,5000.0%0.08%
+12.3%
Q4 2022$188,580
+9329.0%
3,500
+11566.7%
0.07%
+7200.0%
Q1 2022$2,0000.0%300.0%0.00%0.0%
Q4 2021$2,000300.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Summit Asset Management, LLC 18,489$3,872,0001.85%
Courage Miller Partners, LLC 10,962$2,295,0001.39%
KAYS FINANCIAL ADVISORY CORP /ADV 22,804$4,776,0001.09%
Neumann Capital Management, LLC 4,331$907,0000.58%
Starfire Investment Advisers, Inc. 4,836$1,012,0000.53%
PACIFIC SUN FINANCIAL CORP 1,187$249,0000.33%
M Holdings Securities, Inc. 4,955$1,038,0000.32%
Titus Wealth Management 975$204,000,0000.20%
GHP Investment Advisors, Inc. 5,127$1,074,0000.15%
Virtu Financial LLC 9,499$1,989,0000.11%
View complete list of ISHARES TR shareholders