Asset Management Group, Inc. - 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
Asset Management Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,317,126
-3.9%
59,761
-0.2%
0.95%
-0.4%
Q2 2023$4,492,641
+4.9%
59,902
+0.0%
0.95%
-0.1%
Q1 2023$4,282,951
+4.8%
59,893
+0.1%
0.96%
-0.5%
Q4 2022$4,087,702
+9.1%
59,849
+0.6%
0.96%
+2.6%
Q3 2022$3,748,000
-1.1%
59,466
+0.0%
0.94%
+3.0%
Q2 2022$3,790,000
-17.9%
59,464
-0.4%
0.91%
-5.8%
Q1 2022$4,614,000
-9.2%
59,710
+0.2%
0.96%
-3.4%
Q4 2021$5,082,000
+4.6%
59,603
-2.8%
1.00%
+0.2%
Q3 2021$4,857,000
-6.1%
61,333
-4.0%
1.00%
-6.7%
Q2 2021$5,170,000
+2.1%
63,877
-1.2%
1.07%
-2.6%
Q1 2021$5,065,000
+8.2%
64,632
-0.3%
1.10%
-3.7%
Q4 2020$4,683,000
+21.0%
64,842
+300.7%
1.14%
+0.7%
Q3 2020$3,871,000
+7.0%
16,184
+0.2%
1.13%
-1.0%
Q2 2020$3,618,000
+26.1%
16,151
+0.5%
1.14%
+5.6%
Q1 2020$2,869,000
-25.5%
16,077
-0.6%
1.08%
-7.1%
Q4 2019$3,852,000
+7.1%
16,176
+0.7%
1.16%
-5.5%
Q3 2019$3,597,000
-3.6%
16,067
-2.6%
1.23%
-6.9%
Q2 2019$3,731,000
+3.5%
16,488
+0.2%
1.32%
+1.3%
Q1 2019$3,605,000
+13.9%
16,452
-0.6%
1.31%
+0.6%
Q4 2018$3,165,000
-19.1%
16,548
-1.4%
1.30%
-1.8%
Q3 2018$3,910,000
+2.8%
16,787
-0.7%
1.32%
-0.3%
Q2 2018$3,802,000
+0.5%
16,912
-2.4%
1.33%
-2.0%
Q1 2018$3,783,000
+1.0%
17,327
-0.2%
1.36%
+0.4%
Q4 2017$3,747,000
+4.4%
17,359
-2.1%
1.35%
+0.3%
Q3 2017$3,589,000
+0.8%
17,738
-2.0%
1.35%
-2.2%
Q2 2017$3,559,000
+0.5%
18,103
-2.4%
1.38%
-1.8%
Q1 2017$3,541,000
+2.1%
18,547
-2.6%
1.40%
-1.6%
Q4 2016$3,469,000
+3.1%
19,039
-1.1%
1.42%
+1.8%
Q3 2016$3,365,000
+2.5%
19,258
-0.8%
1.40%
-1.8%
Q2 2016$3,284,000
+1.1%
19,422
-2.8%
1.42%
-1.1%
Q1 2016$3,248,000
+0.7%
19,976
-0.3%
1.44%
-1.6%
Q4 2015$3,226,000
+2.2%
20,040
-0.3%
1.46%
-1.0%
Q3 2015$3,157,000
-8.3%
20,097
-1.1%
1.48%
-4.7%
Q2 2015$3,443,000
-1.5%
20,314
-0.3%
1.55%
-4.3%
Q1 2015$3,496,000
+7.5%
20,385
+0.1%
1.62%
-1.0%
Q4 2014$3,252,000
+4.8%
20,369
-0.6%
1.64%
-1.1%
Q3 2014$3,102,000
-3.5%
20,483
+0.1%
1.66%
-4.6%
Q2 2014$3,215,000
+2.8%
20,466
+0.1%
1.74%
-3.4%
Q1 2014$3,127,000
+4.2%
20,449
+2.3%
1.80%
-1.7%
Q4 2013$3,002,000
+8.5%
19,991
+0.5%
1.83%
+1.4%
Q3 2013$2,768,000
+8.5%
19,899
+0.5%
1.80%
+2.9%
Q2 2013$2,550,00019,7921.75%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders