J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,266,374
+13.1%
17,530
+17.4%
0.09%
+16.2%
Q2 2023$1,120,063
+1.9%
14,934
-2.8%
0.08%
+2.6%
Q1 2023$1,099,049
-44.0%
15,369
-46.5%
0.08%
-48.3%
Q4 2022$1,962,431
+125.6%
28,732
+108.0%
0.15%
+106.8%
Q3 2022$870,000
-44.4%
13,811
-43.8%
0.07%
-41.6%
Q2 2022$1,565,000
-12.1%
24,556
+6.5%
0.12%
+5.0%
Q1 2022$1,781,000
+7.0%
23,050
+18.0%
0.12%
+10.2%
Q4 2021$1,665,000
+37.6%
19,532
+30.7%
0.11%
+13.7%
Q2 2021$1,210,000
+2.8%
14,947
-0.5%
0.10%
-15.9%
Q1 2021$1,177,000
-36.8%
15,016
-41.7%
0.11%
-41.5%
Q4 2020$1,861,000
+18.5%
25,766
+292.4%
0.19%
+60.8%
Q3 2020$1,571,000
-37.8%
6,567
-38.1%
0.12%
-62.3%
Q4 2019$2,526,00010,6070.32%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders