Sanford Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 56 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sanford Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,204,381
+20.9%
26,401
+13.3%
0.29%
+1.1%
Q3 2022$996,000
-4.9%
23,308
-1.4%
0.28%
-4.1%
Q2 2022$1,047,000
-17.4%
23,6350.0%0.30%
-14.2%
Q1 2022$1,267,000
-7.2%
23,635
-0.9%
0.34%
+12.0%
Q4 2021$1,366,000
-13.9%
23,860
-15.6%
0.31%
-22.6%
Q3 2021$1,586,000
-4.3%
28,2600.0%0.40%
-6.8%
Q2 2021$1,657,000
+0.1%
28,260
+280.3%
0.43%
-7.4%
Q1 2021$1,655,000
+16.7%
7,431
+3.4%
0.46%
+1.8%
Q4 2020$1,418,0007,1850.45%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,181$341,0000.37%
PARSONS CAPITAL MANAGEMENT INC/RI 15,077$2,355,0000.31%
Aveo Capital Partners, LLC 5,889$920,0000.26%
CHOREO, LLC 9,665$1,510,0000.24%
Ironwood Financial, llc 1,307$204,0000.14%
Private Advisor Group, LLC 20,136$3,171,0000.10%
Voya Financial Advisors, Inc. 6,993$1,096,0000.10%
CT Financial Advisors LLC 660$103,043,0000.06%
MSI Financial Services Inc 9,772$1,527,0000.05%
COMERICA SECURITIES INC 1,440$200,0000.05%
View complete list of ISHARES TR shareholders