Cape Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$197,446
-11.3%
3,306
-6.0%
0.11%
-9.7%
Q2 2023$222,632
+3.5%
3,518
-0.8%
0.12%
-5.3%
Q1 2023$215,0083,5460.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 71,637$4,142,0005.35%
PACIFIC FINANCIAL GROUP INC 110,076$6,203,0004.60%
Benchmark Wealth Management, LLC 95,244$5,367,0003.95%
OmniStar Financial Group, Inc. 38,823$2,187,0002.42%
Matrix Trust Co 150,133$8,460,0002.34%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 98,504$5,551,0002.28%
Sunburst Financial Group, LLC 46,508$2,621,0001.26%
Brand Asset Management Group, Inc. 38,370$2,162,0001.10%
Empirical Asset Management, LLC 17,552$989,0001.04%
Pitti Group Wealth Management, LLC 12,660$713,0000.97%
View complete list of ISHARES TR shareholders