Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 537 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.4%.

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 Q2 2019
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