LBMC INVESTMENT ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
LBMC INVESTMENT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,020,270
-6.0%
14,486
+0.1%
0.11%
+1.9%
Q2 2023$1,085,383
+4.9%
14,472
+0.1%
0.11%
+1.9%
Q1 2023$1,034,240
+4.8%
14,463
+0.1%
0.10%
+1.0%
Q4 2022$987,080
+8.6%
14,452
+0.2%
0.10%
-1.0%
Q3 2022$909,000
-1.1%
14,4260.0%0.10%
+5.0%
Q2 2022$919,000
-5.9%
14,426
+14.1%
0.10%
+16.3%
Q1 2022$977,000
-9.3%
12,641
+0.1%
0.09%
-7.5%
Q4 2021$1,077,000
+7.3%
12,633
-98.3%
0.09%
-1.1%
Q3 2021$1,004,000
-2.1%
753,220
+5839.8%
0.09%
-4.1%
Q2 2021$1,026,000
-3.3%
12,681
-6.3%
0.10%
-12.5%
Q1 2021$1,061,000
+16.0%
13,533
+6.8%
0.11%
+3.7%
Q4 2020$915,000
+20.9%
12,673
+300.2%
0.11%
+2.9%
Q3 2020$757,000
-6.3%
3,167
-12.2%
0.10%
-17.3%
Q2 2020$808,000
+40.5%
3,609
+12.0%
0.13%
+18.7%
Q1 2020$575,000
-22.6%
3,222
+3.3%
0.11%
+1.9%
Q4 2019$743,000
+6.6%
3,120
+0.2%
0.10%
-0.9%
Q3 2019$697,000
-13.4%
3,114
-12.5%
0.11%
-13.1%
Q2 2019$805,000
+1.0%
3,558
-2.2%
0.12%
-3.2%
Q1 2019$797,000
+30.7%
3,639
+14.0%
0.13%
+12.5%
Q4 2018$610,000
-19.6%
3,192
-2.0%
0.11%
-7.4%
Q3 2018$759,000
+3.8%
3,257
+0.2%
0.12%0.0%
Q2 2018$731,000
+3.0%
3,2500.0%0.12%
-1.6%
Q1 2018$710,000
-10.8%
3,250
-11.9%
0.12%
-5.4%
Q4 2017$796,000
+0.9%
3,687
-5.4%
0.13%
-4.4%
Q3 2017$789,000
+16.4%
3,899
+13.1%
0.14%
+14.3%
Q2 2017$678,000
-8.7%
3,448
-11.4%
0.12%
-10.5%
Q1 2017$743,000
+18.5%
3,892
+13.1%
0.13%
+13.7%
Q4 2016$627,000
+5.0%
3,442
+0.7%
0.12%
+1.7%
Q3 2016$597,000
+18.7%
3,418
+14.9%
0.12%
+13.9%
Q2 2016$503,000
-9.4%
2,974
-12.8%
0.10%
-12.2%
Q1 2016$555,000
+1.6%
3,411
+0.6%
0.12%
-2.5%
Q4 2015$546,000
+2.8%
3,391
+0.2%
0.12%
-1.7%
Q3 2015$531,000
-7.2%
3,383
+0.2%
0.12%
-0.8%
Q2 2015$572,000
-1.2%
3,376
+0.0%
0.12%
-6.2%
Q1 2015$579,000
+7.4%
3,375
+0.1%
0.13%
+3.2%
Q4 2014$539,000
+5.5%
3,373
+0.0%
0.12%
+0.8%
Q3 2014$511,000
-3.4%
3,372
+0.0%
0.12%
-13.3%
Q2 2014$529,000
+2.7%
3,371
+0.0%
0.14%
+10.0%
Q1 2014$515,000
+3.2%
3,370
+1.5%
0.13%
-0.8%
Q4 2013$499,0003,3200.13%
Other shareholders
ISHARES TR shareholders Q3 2021
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