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

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 121 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,631,035
+0.9%
92,937
+6.1%
1.91%
+3.2%
Q2 2023$5,580,630
-2.1%
87,608
-4.9%
1.85%
-6.6%
Q1 2023$5,697,78792,0781.98%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Matrix Trust Co 216,061$13,3703.60%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 92,078$5,697,7871.98%
FLAGSTAR ADVISORS INC 74,730$4,624,3031.68%
Black Diamond Financial, LLC 64,987$4,021,4031.32%
PCA Investment Advisory Services Inc. 24,279$1,502,3971.06%
Bedel Financial Consulting, Inc. 54,290$3,359,4440.82%
Marietta Wealth Management, LLC 51,877$3,210,1490.68%
Rodgers & Associates, LTD 67,178$4,156,9770.64%
Orgel Wealth Management, LLC 283,668$17,553,3760.63%
Courage Miller Partners, LLC 23,074$1,427,8190.60%
View complete list of ISHARES TR shareholders