JDM Financial Group LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 143 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JDM Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$210,499
-1.4%
6,198
+2.3%
0.19%
+4.3%
Q2 2023$213,544
+39.4%
6,060
+38.3%
0.19%
+31.9%
Q1 2023$153,149
+8.0%
4,381
+3.8%
0.14%
+3.7%
Q4 2022$141,8404,2200.14%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 210,350$7,353,8233.49%
Archvest Wealth Advisors, Inc. 106,803$3,733,8173.31%
WNY Asset Management, LLC 382,554$13,374,1433.18%
Thrive Capital Management, LLC 139,464$4,843,5713.06%
Investment Advisory Group, LLC 148,554$5,193,4492.99%
ATLAS CAPITAL ADVISORS LLC 518,500$18,126,7602.85%
Weaver Consulting Group 175,107$6,121,7342.80%
MANGROVE PARTNERS IM, LLC 270,253$9,448,0450.62%
RDA Financial Network 34,873$1,219,1600.56%
GeoWealth Management, LLC 132,494$4,6320.54%
View complete list of ISHARES TR shareholders