WADE G W & INC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
WADE G W & INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,476
-1.8%
61,967
+2.0%
0.17%
+0.6%
Q2 2023$4,558
+7.7%
60,778
+2.7%
0.17%
+1.8%
Q1 2023$4,232
+11.1%
59,180
+6.1%
0.16%
+4.5%
Q4 2022$3,809
-99.8%
55,772
+70.5%
0.16%
+54.5%
Q3 2022$2,062,000
+9.2%
32,716
+10.4%
0.10%
+17.4%
Q2 2022$1,888,000
-17.5%
29,628
+0.1%
0.09%
-12.2%
Q1 2022$2,288,000
-7.3%
29,605
+2.2%
0.10%
-8.4%
Q4 2021$2,469,000
-27.6%
28,959
-32.7%
0.11%
-34.0%
Q3 2021$3,410,000
-3.4%
43,056
-1.3%
0.16%
-4.7%
Q2 2021$3,530,000
+2.2%
43,614
-1.0%
0.17%
-7.6%
Q1 2021$3,454,000
+135.6%
44,073
+117.1%
0.18%
+106.7%
Q4 2020$1,466,00020,3000.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders