Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$255,223
-5.3%
3,533
-1.7%
0.05%
+2.2%
Q2 2023$269,474
+16.1%
3,593
+10.7%
0.04%
+2.3%
Q1 2023$232,049
+9.5%
3,245
+4.5%
0.04%
-2.2%
Q4 2022$212,002
-7.0%
3,104
-14.3%
0.04%
-11.8%
Q3 2022$228,000
-1.3%
3,6240.0%0.05%
+13.3%
Q2 2022$231,000
-17.5%
3,6240.0%0.04%0.0%
Q1 2022$280,000
-9.4%
3,6240.0%0.04%
-10.0%
Q4 2021$309,000
+7.7%
3,6240.0%0.05%0.0%
Q3 2021$287,000
-2.0%
3,6240.0%0.05%
-2.0%
Q2 2021$293,000
+3.2%
3,6240.0%0.05%
-5.6%
Q1 2021$284,000
+3.3%
3,624
-4.7%
0.05%
-1.8%
Q4 2020$275,000
+21.1%
3,804
+300.0%
0.06%
+5.8%
Q3 2020$227,000
-0.4%
951
-6.6%
0.05%
-7.1%
Q2 2020$228,000
-7.7%
1,018
-1.9%
0.06%0.0%
Q4 2019$247,000
+7.4%
1,038
+1.0%
0.06%
-3.4%
Q3 2019$230,000
-1.7%
1,028
-0.5%
0.06%
+11.5%
Q2 2019$234,000
+3.1%
1,033
-0.5%
0.05%
+6.1%
Q1 2019$227,000
+10.7%
1,038
+9.3%
0.05%
+4.3%
Q4 2017$205,0009500.05%
Other shareholders
ISHARES TR shareholders Q1 2018
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