Live Your Vision, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Live Your Vision, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$249,000
+11.2%
1,107
-0.9%
0.08%
+1.3%
Q4 2018$224,000
-13.8%
1,1170.0%0.08%
-9.6%
Q3 2018$260,000
+1.6%
1,1170.0%0.08%
-2.4%
Q2 2018$256,000
+3.6%
1,1170.0%0.08%
+1.2%
Q1 2018$247,000
-2.8%
1,1170.0%0.08%
-1.2%
Q4 2017$254,000
+12.4%
1,1170.0%0.08%
+6.2%
Q3 2017$226,000
+1.8%
1,1170.0%0.08%
-3.6%
Q2 2017$222,000
+4.2%
1,1170.0%0.08%0.0%
Q1 2017$213,000
+4.4%
1,1170.0%0.08%
-4.6%
Q4 2016$204,000
+4.6%
1,1170.0%0.09%
+4.8%
Q3 2016$195,000
+9.6%
1,117
-1.6%
0.08%
-1.2%
Q3 2015$178,000
-13.2%
1,135
-5.7%
0.08%
-11.6%
Q2 2015$205,000
-0.5%
1,2040.0%0.10%
-3.1%
Q1 2015$206,000
-9.6%
1,204
-15.5%
0.10%
-14.0%
Q4 2014$228,000
+9.1%
1,425
-0.6%
0.11%
+3.6%
Q3 2014$209,0001,4330.11%
Other shareholders
ISHARES TR shareholders Q3 2023
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