BUCKINGHAM STRATEGIC WEALTH, 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
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$609,234
-5.3%
8,433
-1.6%
0.01%0.0%
Q2 2023$643,010
+6.6%
8,573
-2.9%
0.01%
-18.2%
Q1 2023$603,1530.0%8,8310.0%0.01%0.0%
Q4 2022$603,153
+6.6%
8,831
-1.6%
0.01%
-8.3%
Q3 2022$566,000
-3.7%
8,977
-2.7%
0.01%0.0%
Q2 2022$588,000
-17.1%
9,230
+0.6%
0.01%
-14.3%
Q1 2022$709,000
-20.6%
9,175
-12.4%
0.01%
-17.6%
Q4 2021$893,000
-2.6%
10,469
-9.6%
0.02%
-10.5%
Q3 2021$917,000
-5.9%
11,579
-3.9%
0.02%
-20.8%
Q2 2021$975,000
+3.4%
12,049
+0.1%
0.02%
-47.8%
Q1 2021$943,000
-26.8%
12,038
-32.6%
0.05%
-32.4%
Q4 2020$1,289,000
+62.8%
17,851
+439.3%
0.07%
+11.5%
Q3 2020$792,000
+140.7%
3,310
+125.3%
0.06%
+96.8%
Q2 2020$329,000
-5.2%
1,469
-24.5%
0.03%
-6.1%
Q1 2020$347,000
-3.3%
1,946
+29.1%
0.03%
-2.9%
Q4 2019$359,000
+8.1%
1,507
+1.5%
0.03%
-5.6%
Q3 2019$332,000
-3.8%
1,485
-2.6%
0.04%
-2.7%
Q2 2019$345,000
-19.4%
1,525
-22.0%
0.04%
-31.5%
Q1 2019$428,000
+36.3%
1,954
+19.0%
0.05%
+12.5%
Q4 2018$314,000
-0.6%
1,642
+21.1%
0.05%0.0%
Q3 2018$316,000
+13.7%
1,356
+9.8%
0.05%
+6.7%
Q2 2018$278,000
+3.7%
1,235
+0.7%
0.04%
-13.5%
Q1 2018$268,000
+1.1%
1,2260.0%0.05%
-5.5%
Q4 2017$265,000
+6.9%
1,2260.0%0.06%
-6.8%
Q3 2017$248,000
+7.8%
1,226
+5.0%
0.06%
+9.3%
Q2 2017$230,0001,1680.05%
Other shareholders
ISHARES TR shareholders Q4 2022
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