Smith & Howard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Smith & Howard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$305,286
-4.3%
4,226
-0.6%
0.11%
-4.5%
Q2 2023$318,975
+4.9%
4,2530.0%0.11%
+6.7%
Q1 2023$304,132
+28.9%
4,253
+13.6%
0.10%
+4.0%
Q3 2022$236,000
+0.9%
3,745
+26.8%
0.10%
-9.0%
Q3 2021$234,000
-2.1%
2,9530.0%0.11%
-2.6%
Q2 2021$239,000
-7.0%
2,953
-9.9%
0.11%
-11.6%
Q1 2021$257,000
+8.4%
3,2760.0%0.13%
+2.4%
Q4 2020$237,000
+4.4%
3,276
+243.0%
0.13%
+63.6%
Q4 2019$227,000
-37.3%
955
-42.2%
0.08%
-56.7%
Q1 2019$362,000
+14.6%
1,6510.0%0.18%
+2.3%
Q4 2018$316,000
-20.2%
1,651
-2.8%
0.17%
+4.2%
Q3 2018$396,000
+3.7%
1,6990.0%0.17%
-0.6%
Q2 2018$382,000
-2.8%
1,699
-5.6%
0.17%
-0.6%
Q1 2018$393,000
+1.3%
1,7990.0%0.17%
-7.1%
Q4 2017$388,000
+9.6%
1,799
+2.7%
0.18%
+8.3%
Q3 2017$354,000
-1.1%
1,751
-3.8%
0.17%
-1.8%
Q2 2017$358,000
+2.9%
1,8210.0%0.17%
+2.4%
Q1 2017$348,000
-5.2%
1,821
-9.6%
0.17%
-12.6%
Q4 2016$367,000
-20.7%
2,015
-24.0%
0.19%
-21.1%
Q3 2016$463,000
+4.5%
2,652
+1.3%
0.24%
+13.6%
Q2 2016$443,000
+4.0%
2,6190.0%0.21%
+21.0%
Q1 2016$426,000
+0.2%
2,619
-0.8%
0.18%
-15.4%
Q4 2015$425,000
-0.5%
2,640
-2.9%
0.21%
+1.0%
Q3 2015$427,000
-7.4%
2,7200.0%0.21%
+2.0%
Q2 2015$461,000
-24.2%
2,720
-23.3%
0.20%
-23.2%
Q1 2015$608,000
+5.0%
3,546
-2.2%
0.26%
-5.1%
Q4 2014$579,000
+2.3%
3,627
-2.9%
0.28%
-5.8%
Q3 2014$566,000
-5.8%
3,737
-2.3%
0.29%
-6.1%
Q2 2014$601,000
+5.1%
3,825
+2.2%
0.31%
-2.8%
Q1 2014$572,000
+0.2%
3,742
-1.6%
0.32%
+2.5%
Q4 2013$571,000
+16.8%
3,802
+8.2%
0.31%
+7.5%
Q3 2013$489,000
+26.0%
3,515
+16.6%
0.29%
+17.3%
Q2 2013$388,0003,0150.25%
Other shareholders
ISHARES TR shareholders Q4 2020
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