WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,610,243
+11.8%
110,669
+18.5%
2.24%
+14.4%
Q2 2023$5,912,597
+4.4%
93,421
+0.0%
1.96%
-0.5%
Q1 2023$5,664,485
+1.3%
93,412
-2.0%
1.97%
-0.4%
Q4 2022$5,591,146
+6.7%
95,298
-2.0%
1.98%
-17.9%
Q3 2022$5,238,000
-5.6%
97,222
-1.3%
2.41%
+5.8%
Q2 2022$5,551,000
-18.6%
98,504
-2.8%
2.28%
-20.0%
Q1 2022$6,820,000101,3362.85%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
WESPAC Advisors, LLC 13,263$2,048,0002.31%
Threshold Group LLC 6,837$1,056,0001.02%
Greenwich Wealth Management LLC 32,958$5,089,0000.90%
WINTRUST INVESTMENTS LLC 6,739$1,041,0000.48%
PARSONS CAPITAL MANAGEMENT INC/RI 22,725$3,509,0000.47%
Summit Asset Management, LLC 4,658$719,0000.44%
Geneos Wealth Management Inc. 15,478$2,390,0000.32%
Liberty Capital Management, Inc. 2,550$389,0000.25%
Ironwood Financial, llc 1,926$297,0000.21%
LADENBURG THALMANN FINANCIAL SERVICES INC. 84,813$13,098,0000.20%
View complete list of ISHARES TR shareholders