Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 688 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,644
+16.1%
68
+300.0%
0.00%
Q4 2020$4,0000.0%170.0%0.00%
Q3 2020$4,0000.0%170.0%0.00%
Q2 2020$4,000
+33.3%
170.0%0.00%
Q1 2020$3,000
-25.0%
170.0%0.00%
Q4 2019$4,0000.0%170.0%0.00%
Q3 2019$4,000
+300.0%
17
+325.0%
0.00%
Q3 2018$1,000
-50.0%
4
-66.7%
0.00%
Q4 2014$2,0000.0%120.0%0.00%
Q3 2014$2,0000.0%120.0%0.00%
Q2 2014$2,0000.0%120.0%0.00%
Q1 2014$2,0000.0%120.0%0.00%
-100.0%
Q4 2013$2,0000.0%120.0%0.00%0.0%
Q3 2013$2,0000.0%120.0%0.00%0.0%
Q2 2013$2,000120.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders