American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$523,678
-4.2%
15,109
-2.3%
0.02%0.0%
Q2 2022$546,471
-19.4%
15,472
+0.8%
0.02%
-4.3%
Q1 2022$678,272
+89.8%
15,349
+113.2%
0.02%
+91.7%
Q4 2021$357,309
+164.9%
7,198
+162.8%
0.01%
+140.0%
Q3 2021$134,868
+6.1%
2,739
+11.6%
0.01%0.0%
Q2 2021$127,152
-14.5%
2,454
+395.8%
0.01%
-16.7%
Q1 2021$148,718
+5.4%
495
+6.5%
0.01%
-14.3%
Q4 2020$141,128
+260.0%
465
+181.8%
0.01%
+250.0%
Q3 2020$39,200
+7.5%
1650.0%0.00%0.0%
Q2 2020$36,465
+66.2%
165
+25.0%
0.00%0.0%
Q1 2020$21,943
-21.6%
1320.0%0.00%0.0%
Q4 2019$27,975
+8.9%
1320.0%0.00%0.0%
Q3 2019$25,695
-4.4%
1320.0%0.00%0.0%
Q2 2019$26,878
+2.1%
1320.0%0.00%0.0%
Q1 2019$26,329
+19.8%
1320.0%0.00%
-33.3%
Q4 2018$21,975
-21.7%
1320.0%0.00%0.0%
Q3 2018$28,071
+7.1%
1320.0%0.00%
-25.0%
Q2 2018$26,2051320.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 51,376$2,002,7391.62%
Matrix Trust Co 143,890$5,6091.51%
Opes Wealth Management LLC 94,586$3,687,1801.19%
Gallagher Fiduciary Advisors, LLC 334,277$13,031,3941.08%
Black Diamond Financial, LLC 72,431$2,823,5270.93%
Asset Allocation Strategies LLC 7,773$303,0240.87%
VAUGHAN & Co SECURITIES, INC. 26,668$1,039,5800.77%
CREATIVE FINANCIAL DESIGNS INC /ADV 101,067$3,939,8280.52%
Certified Advisory Corp 63,830$2,488,2570.44%
Breakwater Capital Group 22,083$860,8460.36%
View complete list of ISHARES TR shareholders