Spectrum Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Spectrum Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$305,000
-1.0%
4,8360.0%0.07%
-9.6%
Q2 2022$308,000
-17.6%
4,8360.0%0.07%
+23.7%
Q1 2022$374,000
-9.2%
4,8360.0%0.06%0.0%
Q4 2021$412,000
+7.6%
4,8360.0%0.06%
-1.7%
Q3 2021$383,000
-2.0%
4,8360.0%0.06%
-13.0%
Q2 2021$391,000
-6.2%
4,836
-9.1%
0.07%
-16.9%
Q1 2021$417,000
+8.6%
5,3200.0%0.08%
+3.8%
Q4 2020$384,000
+20.8%
5,320
+300.0%
0.08%
+8.1%
Q3 2020$318,000
+6.7%
1,3300.0%0.07%
-2.6%
Q2 2020$298,000
+25.7%
1,3300.0%0.08%
-5.0%
Q1 2020$237,000
-17.7%
1,330
+10.0%
0.08%
-32.8%
Q4 2019$288,000
+6.3%
1,2090.0%0.12%
+29.3%
Q3 2019$271,000
-23.0%
1,209
-22.3%
0.09%
-6.1%
Q2 2019$352,000
+3.2%
1,5550.0%0.10%
-3.9%
Q1 2019$341,000
+14.8%
1,5550.0%0.10%
-1.9%
Q4 2018$297,000
+5.3%
1,555
+28.6%
0.10%
+16.9%
Q3 2018$282,000
+3.7%
1,2090.0%0.09%
-6.3%
Q2 2018$272,000
+3.0%
1,2090.0%0.10%
-1.0%
Q1 2018$264,000
+1.1%
1,2090.0%0.10%
+6.7%
Q4 2017$261,000
+6.5%
1,2090.0%0.09%
+12.5%
Q3 2017$245,000
+2.9%
1,2090.0%0.08%
-11.1%
Q2 2017$238,000
+98.3%
1,209
+64.0%
0.09%
+95.7%
Q1 2016$120,000
+0.8%
7370.0%0.05%
+4.5%
Q4 2015$119,000
+2.6%
7370.0%0.04%
-25.4%
Q3 2015$116,0007370.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders