Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders