Linscomb Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Linscomb Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$322,514
-4.5%
4,464
-0.8%
0.02%
+5.6%
Q2 2023$337,536
+4.5%
4,500
-0.4%
0.02%
+5.9%
Q1 2023$323,045
+4.3%
4,517
-0.4%
0.02%
+6.2%
Q4 2022$309,594
-2.6%
4,533
-10.1%
0.02%
-15.8%
Q3 2022$318,000
-0.6%
5,045
+0.4%
0.02%
+5.6%
Q2 2022$320,000
+21.7%
5,027
+47.9%
0.02%
+38.5%
Q1 2022$263,000
+25.8%
3,399
+38.9%
0.01%
+30.0%
Q4 2021$209,000
-0.9%
2,447
+162.3%
0.01%
-41.2%
Q2 2019$211,000
-6.6%
933
-4.0%
0.02%
-10.5%
Q3 2018$226,000
+3.7%
972
+0.1%
0.02%0.0%
Q2 2018$218,000
-15.8%
971
-18.2%
0.02%
-13.6%
Q1 2018$259,000
-12.5%
1,187
-13.4%
0.02%
-8.3%
Q4 2017$296,000
-34.8%
1,371
-38.9%
0.02%
-38.5%
Q3 2017$454,000
-5.6%
2,245
-8.1%
0.04%
-9.3%
Q2 2017$481,000
+3.0%
2,4440.0%0.04%
+2.4%
Q1 2017$467,000
+4.9%
2,444
+0.0%
0.04%
+2.4%
Q4 2016$445,000
+5.5%
2,443
+1.2%
0.04%0.0%
Q3 2016$422,000
-0.7%
2,415
-3.9%
0.04%
-4.7%
Q2 2016$425,000
+3.9%
2,5140.0%0.04%
-2.3%
Q1 2016$409,000
-9.3%
2,514
-10.3%
0.04%
-13.7%
Q4 2015$451,000
-0.7%
2,804
-3.0%
0.05%
-3.8%
Q3 2015$454,000
-17.5%
2,891
-11.0%
0.05%
-11.7%
Q2 2015$550,000
+30.6%
3,247
+32.4%
0.06%
+33.3%
Q1 2015$421,000
+7.4%
2,452
-0.2%
0.04%
+4.7%
Q4 2014$392,000
-5.3%
2,457
-10.2%
0.04%
-6.5%
Q3 2014$414,000
+7.5%
2,736
+11.7%
0.05%
+12.2%
Q2 2014$385,000
+3.2%
2,450
+0.8%
0.04%0.0%
Q1 2014$373,000
+37.1%
2,430
+34.4%
0.04%
+24.2%
Q4 2013$272,000
+7.9%
1,808
-0.3%
0.03%0.0%
Q3 2013$252,000
+7.2%
1,813
-0.5%
0.03%
+3.1%
Q2 2013$235,0001,8230.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders