WEALTHCARE CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$293,000
+7.7%
3,4400.0%0.03%
+3.8%
Q3 2021$272,000
-2.2%
3,4400.0%0.03%
-3.7%
Q2 2021$278,000
-15.2%
3,440
-17.9%
0.03%
-18.2%
Q1 2021$328,000
+6.8%
4,190
-1.6%
0.03%
+3.1%
Q4 2020$307,000
+20.9%
4,256
+300.0%
0.03%
+10.3%
Q3 2020$254,000
+6.7%
1,0640.0%0.03%0.0%
Q2 2020$238,000
+13.3%
1,064
-9.4%
0.03%
+3.6%
Q1 2020$210,000
-21.6%
1,175
+4.4%
0.03%
-12.5%
Q4 2019$268,000
+6.3%
1,1260.0%0.03%
+3.2%
Q3 2019$252,000
-1.2%
1,1260.0%0.03%
-11.4%
Q2 2019$255,000
+3.2%
1,1260.0%0.04%0.0%
Q1 2019$247,000
+20.5%
1,126
+5.2%
0.04%
+9.4%
Q4 2018$205,000
-17.7%
1,0700.0%0.03%
+10.3%
Q3 2018$249,000
+3.3%
1,0700.0%0.03%
+7.4%
Q2 2018$241,000
+3.0%
1,0700.0%0.03%0.0%
Q1 2018$234,000
+1.3%
1,0700.0%0.03%
+3.8%
Q4 2017$231,000
+6.5%
1,0700.0%0.03%
+8.3%
Q3 2017$217,000
+3.3%
1,0700.0%0.02%0.0%
Q2 2017$210,000
+2.9%
1,0700.0%0.02%
+9.1%
Q1 2017$204,000
-7.7%
1,070
-11.9%
0.02%
-15.4%
Q4 2016$221,000
-28.0%
1,214
-30.9%
0.03%
-23.5%
Q3 2016$307,000
+0.7%
1,758
-2.5%
0.03%
-2.9%
Q2 2016$305,000
+4.1%
1,8030.0%0.04%
+2.9%
Q1 2016$293,000
-6.1%
1,803
-7.0%
0.03%
-10.5%
Q4 2015$312,000
+2.6%
1,9380.0%0.04%
+2.7%
Q3 2015$304,000
-7.3%
1,9380.0%0.04%
-5.1%
Q2 2015$328,000
-19.6%
1,938
-18.5%
0.04%
-20.4%
Q1 2015$408,000
+28.7%
2,378
+19.7%
0.05%
+11.4%
Q4 2014$317,000
+5.3%
1,9860.0%0.04%
+2.3%
Q3 2014$301,000
-3.5%
1,9860.0%0.04%
-6.5%
Q2 2014$312,000
+0.6%
1,986
-2.2%
0.05%
-6.1%
Q1 2014$310,000
+1.6%
2,0300.0%0.05%
-3.9%
Q4 2013$305,000
+8.2%
2,0300.0%0.05%
+6.2%
Q3 2013$282,000
+7.6%
2,0300.0%0.05%
+2.1%
Q2 2013$262,0002,0300.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders