Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,611,114
-5.4%
36,145
-1.8%
0.11%
-0.9%
Q2 2023$2,759,443
+4.3%
36,793
-0.6%
0.11%
+2.8%
Q1 2023$2,646,546
-3.4%
37,009
-7.8%
0.11%
-1.8%
Q4 2022$2,740,218
+6.3%
40,120
-1.9%
0.11%
-6.0%
Q3 2022$2,578,000
-5.7%
40,906
-4.6%
0.12%
-0.9%
Q2 2022$2,734,000
+24.8%
42,895
+51.3%
0.12%
+34.5%
Q1 2022$2,190,000
+73.9%
28,342
+91.9%
0.09%
+67.3%
Q4 2021$1,259,000
+14.4%
14,770
+6.3%
0.05%
+2.0%
Q3 2021$1,101,000
-5.4%
13,898
-3.3%
0.05%
-7.3%
Q2 2021$1,164,000
-1.0%
14,378
-4.2%
0.06%
-9.8%
Q1 2021$1,176,000
-9.2%
15,001
-16.3%
0.06%
-9.0%
Q4 2020$1,295,000
-1.5%
17,924
+226.0%
0.07%
-2.9%
Q3 2020$1,315,000
-0.5%
5,498
-6.9%
0.07%
-8.0%
Q2 2020$1,322,000
+12.7%
5,903
-10.2%
0.08%
-8.5%
Q1 2020$1,173,000
-29.9%
6,574
-6.4%
0.08%
-16.3%
Q4 2019$1,673,000
+6.4%
7,0250.0%0.10%
+1.0%
Q3 2019$1,573,000
-3.1%
7,025
-1.7%
0.10%
-7.6%
Q2 2019$1,624,000
+4.1%
7,145
+0.4%
0.10%
-2.8%
Q1 2019$1,560,000
+4.0%
7,120
-9.2%
0.11%
-4.4%
Q4 2018$1,500,000
-18.2%
7,843
-0.4%
0.11%
-23.1%
Q3 2018$1,834,000
+3.3%
7,873
-0.3%
0.15%
-7.5%
Q2 2018$1,775,000
+3.1%
7,895
+0.1%
0.16%
+7.4%
Q1 2018$1,722,000
-8.3%
7,889
-9.3%
0.15%
-14.0%
Q4 2017$1,877,000
-33.0%
8,697
-37.2%
0.17%
-22.2%
Q3 2017$2,800,000
-20.0%
13,838
-22.3%
0.22%
-25.1%
Q2 2017$3,500,000
-1.2%
17,803
-4.0%
0.30%
-6.9%
Q1 2017$3,542,000
+1.4%
18,554
-3.2%
0.32%
-15.0%
Q4 2016$3,493,00019,1710.37%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders