TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 104 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$64,770
-2.6%
1,0000.0%0.03%
+3.1%
Q2 2023$66,520
+4.1%
1,0000.0%0.03%
-3.0%
Q1 2023$63,900
+1.1%
1,0000.0%0.03%
+3.1%
Q4 2022$63,230
+12.9%
1,0000.0%0.03%0.0%
Q3 2022$56,000
-6.7%
1,0000.0%0.03%
+3.2%
Q2 2022$60,000
-13.0%
1,0000.0%0.03%
-8.8%
Q1 2022$69,000
-1.4%
1,0000.0%0.03%
+3.0%
Q4 2021$70,000
+9.4%
1,0000.0%0.03%
-2.9%
Q3 2021$64,0001,0000.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Matrix Trust Co 825,955$57,486,00013.94%
Dentgroup LLC 59,303$4,127,0003.89%
SPC Financial, Inc. 258,450$17,988,0002.01%
Equitable Holdings, Inc. 1,707,458$118,839,0001.87%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 61,547$4,284,0001.62%
TAP Consulting, LLC 44,964$3,129,0000.71%
SAXON INTERESTS, INC. 10,736$756,0000.43%
Brand Asset Management Group, Inc. 13,521$941,0000.42%
GenWealth Group, Inc. 21,164$1,473,0000.40%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 33,512$2,332,0000.31%
View complete list of ISHARES TR shareholders