Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$20,694,832
+8.1%
302,9997.72%
+5.2%
Q3 2022$19,140,000
-5.6%
0
-100.0%
7.34%
+9.0%
Q2 2022$20,281,000
-18.2%
318,227
-0.8%
6.73%
-10.6%
Q1 2022$24,799,000
-9.5%
320,946
-0.1%
7.53%
-4.9%
Q4 2021$27,388,000
+8.8%
321,225
+1.1%
7.92%
+3.0%
Q3 2021$25,167,000
-3.3%
317,808
-1.1%
7.69%
-1.6%
Q2 2021$26,016,000
-6.4%
321,469
-16.5%
7.81%
-16.1%
Q4 2020$27,794,000
+14.7%
384,850
+279.8%
9.31%
+1.5%
Q3 2020$24,234,000
+4.5%
101,320
-2.1%
9.17%
-1.7%
Q2 2020$23,189,000
+15.1%
103,513
-8.3%
9.32%
+8.3%
Q1 2020$20,145,000
-27.5%
112,883
-3.3%
8.61%
-3.3%
Q4 2019$27,782,000
-0.1%
116,676
-6.1%
8.90%
-3.4%
Q3 2019$27,815,000
-2.9%
124,250
-1.8%
9.21%
-7.7%
Q2 2019$28,641,000
+0.7%
126,581
-2.5%
9.98%
+6.5%
Q1 2019$28,437,000
+11.7%
129,791
-2.5%
9.37%
+6.4%
Q4 2018$25,457,000
-19.5%
133,125
-1.9%
8.81%
-8.2%
Q3 2018$31,620,000
-0.0%
135,742
-3.5%
9.60%
-35.3%
Q2 2018$31,623,000
+0.9%
140,686
-2.0%
14.83%
+50.6%
Q1 2018$31,348,000
-2.5%
143,579
-3.6%
9.85%
-1.9%
Q4 2017$32,143,000
+3.7%
148,928
-2.8%
10.03%
+0.8%
Q3 2017$30,990,000
+2.2%
153,145
-0.7%
9.95%
-3.8%
Q2 2017$30,326,000
-2.8%
154,235
-5.6%
10.34%
-4.3%
Q1 2017$31,190,000
+0.4%
163,377
-4.2%
10.80%
-3.5%
Q4 2016$31,060,000
-3.6%
170,474
-7.5%
11.18%
-2.4%
Q3 2016$32,214,000
-1.9%
184,367
-5.0%
11.46%
-3.7%
Q2 2016$32,827,000
-9.8%
194,114
-13.3%
11.90%
-12.0%
Q1 2016$36,393,000
-5.5%
223,805
-6.5%
13.52%
+2.9%
Q4 2015$38,521,000
+2.6%
239,320
+0.1%
13.13%
-2.3%
Q3 2015$37,538,000
-3.1%
238,962
+4.5%
13.44%
+2.1%
Q2 2015$38,747,000
-0.5%
228,595
-0.7%
13.16%
+2.3%
Q1 2015$38,949,000
+1.8%
230,237
-0.8%
12.86%
-0.1%
Q4 2014$38,279,000
+5.2%
232,038
+1.0%
12.88%
-3.0%
Q3 2014$36,376,000
+1.1%
229,664
+0.3%
13.27%
-0.8%
Q2 2014$35,972,000
+5.1%
229,003
+2.3%
13.38%
-0.3%
Q1 2014$34,228,000
+0.2%
223,829
-1.5%
13.43%
+0.3%
Q4 2013$34,143,000
+8.2%
227,330
+0.0%
13.39%
-3.0%
Q3 2013$31,568,000
+7.3%
227,221
-0.5%
13.80%
-0.3%
Q2 2013$29,417,000228,34113.85%
Other shareholders
ISHARES TR shareholders Q4 2022
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