BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 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
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$186,151
-5.6%
3,1170.0%0.11%
-3.5%
Q2 2023$197,246
+4.7%
3,117
+0.3%
0.11%
-4.2%
Q1 2023$188,410
+3.8%
3,107
+0.4%
0.12%
-0.8%
Q4 2022$181,5470.0%3,0950.0%0.12%0.0%
Q3 2022$181,5473,0950.12%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders