Financial Perspectives, Inc - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 143 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$20,238
+4.0%
269
+0.4%
0.01%0.0%
Q1 2024$19,458
+10.5%
2680.0%0.01%0.0%
Q4 2023$17,605
+12.7%
268
+1.1%
0.01%0.0%
Q3 2023$15,627
-3.6%
2650.0%0.01%0.0%
Q2 2023$16,207
+8.6%
2650.0%0.01%0.0%
Q1 2023$14,925
+7.6%
265
+0.4%
0.01%0.0%
Q4 2022$13,872
+7.1%
264
+0.8%
0.01%0.0%
Q3 2022$12,955
-4.4%
262
+0.4%
0.01%
-12.5%
Q2 2022$13,558
-17.1%
261
+0.4%
0.01%0.0%
Q1 2022$16,350
-5.1%
260
+0.4%
0.01%0.0%
Q4 2021$17,223
+9.8%
259
+0.4%
0.01%0.0%
Q3 2021$15,682
+0.3%
258
+0.4%
0.01%0.0%
Q2 2021$15,640
+24337.5%
257
-98.2%
0.01%
+166.7%
Q1 2021$64
-99.5%
14,401
+22401.6%
0.00%
-62.5%
Q4 2020$13,881
+11.6%
640.0%0.01%0.0%
Q3 2020$12,441
+12.1%
640.0%0.01%0.0%
Q2 2020$11,097
+19.5%
64
+1.6%
0.01%0.0%
Q1 2020$9,290
-20.1%
630.0%0.01%0.0%
Q4 2019$11,630630.01%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
First Capital Advisors Group, LLC. 31,521$5,306,0003.25%
Brand Asset Management Group, Inc. 23,744$3,997,0002.94%
Good Life Advisors, LLC 33,456$5,632,0001.62%
West Coast Financial LLC 30,134$5,072,0001.17%
Wealth & Pension Services Group, Inc. 4,574$770,0000.77%
Cornerstone Wealth Management, LLC 7,178,676$47,297,0000.60%
LANDAAS & CO /WI /ADV 2,529$426,0000.33%
Liberty Capital Management, Inc. 3,065$516,0000.27%
Crestwood Advisors Group, LLC 19,652$3,308,0000.23%
GenWealth Group, Inc. 2,954$501,0000.23%
View complete list of ISHARES TR shareholders