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 ↓
Marietta Wealth Management, LLC 25,614$4,148,0001.83%
FIRST AMERICAN TRUST, FSB 38,511$6,236,0001.39%
Courage Miller Partners, LLC 13,780$2,231,0001.28%
GHP Investment Advisors, Inc. 24,634$3,989,0000.53%
M Holdings Securities, Inc. 8,011$1,297,0000.34%
PLANNING DIRECTIONS INC 2,140$346,0000.32%
NWAM LLC 6,938$1,123,0000.25%
Summit Asset Management, LLC 1,658$268,0000.12%
Prime Capital Investment Advisors, LLC 2,323$376,0000.12%
Bell Rock Capital LLC 1,178$193,0000.10%
View complete list of ISHARES TR shareholders