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

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders