CONTINUUM WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 71 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CONTINUUM WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$221,745
-4.2%
4,1160.0%0.12%
-10.7%
Q1 2024$231,367
+4.9%
4,1160.0%0.13%
-8.4%
Q4 2023$220,641
+7.8%
4,1160.0%0.14%
-1.4%
Q2 2023$204,6504,1160.14%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 32,492$1,388,0000.77%
Richwood Investment Advisors, LLC 13,677$584,0000.64%
Surevest, LLC 25,216$1,077,0000.29%
Sanford Advisory Services, LLC 23,308$996,0000.28%
Aveo Capital Partners, LLC 19,714$842,0000.14%
FLAGSTAR ADVISORS INC 8,851$377,981,0000.14%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,919$936,0000.14%
Gladstone Institutional Advisory LLC 40,032$1,7090.13%
AVANTAX ADVISORY SERVICES, INC. 175,522$7,495,0000.12%
CHOREO, LLC 23,812$1,017,0000.06%
View complete list of ISHARES TR shareholders