FORVIS Wealth Advisors, LLC - 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
FORVIS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$233,624
-7.0%
3,234
-3.5%
0.01%0.0%
Q2 2023$251,325
+4.9%
3,3510.0%0.01%
-12.5%
Q1 2023$239,630
-15.1%
3,351
-18.9%
0.01%
-20.0%
Q4 2022$282,147
+8.5%
4,1310.0%0.01%0.0%
Q3 2022$260,000
-1.1%
4,1310.0%0.01%
-9.1%
Q2 2022$263,000
-23.1%
4,131
-6.6%
0.01%
-21.4%
Q1 2022$342,000
-20.5%
4,423
-12.3%
0.01%
-22.2%
Q4 2021$430,000
-3.6%
5,043
-10.6%
0.02%
-10.0%
Q3 2021$446,000
-2.2%
5,6380.0%0.02%
-4.8%
Q2 2021$456,000
+3.2%
5,6380.0%0.02%
-4.5%
Q1 2021$442,000
-0.7%
5,638
-8.6%
0.02%0.0%
Q4 2020$445,000
+20.6%
6,168
+300.0%
0.02%
+4.8%
Q3 2020$369,000
+13.9%
1,542
+6.7%
0.02%0.0%
Q2 2020$324,000
+20.9%
1,445
-3.7%
0.02%
-4.5%
Q1 2020$268,000
-28.5%
1,500
-4.8%
0.02%
-18.5%
Q4 2019$375,000
+5.3%
1,575
-0.9%
0.03%
-3.6%
Q3 2019$356,000
-1.1%
1,5890.0%0.03%
-3.4%
Q2 2019$360,000
+37.4%
1,589
+33.1%
0.03%
+31.8%
Q1 2019$262,000
+12.0%
1,194
-2.5%
0.02%
-8.3%
Q4 2018$234,000
-17.9%
1,224
+0.1%
0.02%
-4.0%
Q3 2018$285,000
+3.6%
1,2230.0%0.02%
-7.4%
Q2 2018$275,000
-4.2%
1,223
-7.0%
0.03%
-6.9%
Q1 2018$287,000
+1.1%
1,3150.0%0.03%
+3.6%
Q4 2017$284,000
+38.5%
1,315
+10.1%
0.03%
-6.7%
Q1 2015$205,0001,1940.03%
Other shareholders
ISHARES TR shareholders Q4 2020
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