Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$73,048
+10.7%
8000.03%
+8.0%
Q3 2022$66,000
-7.0%
0
-100.0%
0.02%
+4.2%
Q2 2022$71,000
-22.8%
800
-10.7%
0.02%
-14.3%
Q1 2022$92,000
+2.2%
8960.0%0.03%0.0%
Q3 2021$90,000
+13.9%
896
+19.8%
0.03%
+16.7%
Q2 2021$79,000
+3.9%
748
-20.3%
0.02%
-4.0%
Q4 2020$76,000
+33.3%
938
+100.0%
0.02%
+13.6%
Q3 2020$57,000
-42.4%
469
-34.9%
0.02%
-45.0%
Q2 2020$99,000
+110.6%
720
+53.5%
0.04%
+100.0%
Q1 2020$47,000
-37.3%
4690.0%0.02%
-16.7%
Q4 2019$75,000
+120.6%
469
+109.4%
0.02%
+118.2%
Q3 2019$34,000
-5.6%
224
-8.6%
0.01%
-15.4%
Q2 2019$36,0000.0%2450.0%0.01%
+8.3%
Q1 2019$36,000
-36.8%
245
-43.2%
0.01%
-40.0%
Q4 2018$57,000
-20.8%
4310.0%0.02%
-9.1%
Q3 2018$72,000
+7.5%
431
+5.1%
0.02%
-29.0%
Q2 2018$67,000
-9.5%
410
-16.7%
0.03%
+34.8%
Q1 2018$74,000
-2.6%
4920.0%0.02%
-4.2%
Q4 2017$76,000
+4.1%
4920.0%0.02%
+4.3%
Q3 2017$73,000
+5.8%
4920.0%0.02%
-4.2%
Q2 2017$69,000
+1.5%
4920.0%0.02%0.0%
Q1 2017$68,000
+58.1%
492
+60.8%
0.02%
+60.0%
Q4 2016$43,000
+13.2%
3060.0%0.02%
+7.1%
Q3 2016$38,000
+5.6%
3060.0%0.01%
+7.7%
Q2 2016$36,000
+2.9%
3060.0%0.01%0.0%
Q1 2016$35,000
+6.1%
3060.0%0.01%
+18.2%
Q4 2015$33,000
+3.1%
3060.0%0.01%0.0%
Q3 2015$32,000
-5.9%
306
+7.4%
0.01%
-8.3%
Q2 2015$34,000
-5.6%
285
-6.9%
0.01%0.0%
Q1 2015$36,0000.0%3060.0%0.01%0.0%
Q4 2014$36,000
+2.9%
3060.0%0.01%
-7.7%
Q3 2014$35,000
+6.1%
306
+7.4%
0.01%
+8.3%
Q2 2014$33,000
+3.1%
2850.0%0.01%
-7.7%
Q1 2014$32,0000.0%2850.0%0.01%0.0%
Q4 2013$32,000
+10.3%
2850.0%0.01%0.0%
Q3 2013$29,000
+7.4%
2850.0%0.01%0.0%
Q2 2013$27,0002850.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders