Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 380 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288
+5.1%
3,983
+9.0%
0.02%
+8.7%
Q2 2023$274
-0.7%
3,653
-5.8%
0.02%
-11.5%
Q1 2023$276
+12.7%
3,876
+8.8%
0.03%
+4.0%
Q4 2022$245
-99.9%
3,562
+14.3%
0.02%
+13.6%
Q3 2022$197,000
+107.4%
3,117
+151.6%
0.02%
+100.0%
Q1 2022$95,000
+251.9%
1,239
+287.2%
0.01%
+266.7%
Q4 2021$27,000
+8.0%
3200.0%0.00%0.0%
Q3 2021$25,000
-3.8%
3200.0%0.00%
-25.0%
Q2 2021$26,000
-33.3%
320
-35.7%
0.00%
-55.6%
Q1 2021$39,000
-40.9%
498
-45.8%
0.01%
-30.8%
Q4 2020$66,000
+20.0%
918
+299.1%
0.01%
+8.3%
Q3 2020$55,000
+96.4%
230
+84.0%
0.01%
+50.0%
Q2 2020$28,000
+27.3%
1250.0%0.01%
+14.3%
Q1 2020$22,000
-26.7%
1250.0%0.01%
-12.5%
Q4 2019$30,000
+7.1%
1250.0%0.01%
-11.1%
Q3 2019$28,0000.0%1250.0%0.01%0.0%
Q2 2019$28,000
+3.7%
1250.0%0.01%0.0%
Q1 2019$27,000
-10.0%
125
-18.8%
0.01%
-25.0%
Q4 2018$30,000
-16.7%
154
+0.7%
0.01%
-14.3%
Q3 2018$36,000
+2.9%
1530.0%0.01%
+16.7%
Q2 2018$35,000
+483.3%
153
+427.6%
0.01%
+300.0%
Q1 2018$6,0000.0%290.0%0.00%
+50.0%
Q4 2017$6,0000.0%290.0%0.00%
-33.3%
Q3 2017$6,0000.0%29
-3.3%
0.00%0.0%
Q2 2017$6,0000.0%300.0%0.00%0.0%
Q1 2017$6,000
+20.0%
300.0%0.00%0.0%
Q4 2016$5,0000.0%300.0%0.00%0.0%
Q3 2016$5,0000.0%300.0%0.00%0.0%
Q2 2016$5,0000.0%300.0%0.00%
-25.0%
Q1 2016$5,000
-44.4%
30
-45.5%
0.00%
-33.3%
Q4 2015$9,000550.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders