JNBA Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,969,490
-4.3%
82,634
-0.7%
0.74%
-0.4%
Q2 2023$6,239,591
+4.6%
83,195
-0.3%
0.75%
-3.6%
Q1 2023$5,966,506
+3.7%
83,436
-1.0%
0.78%
-3.0%
Q4 2022$5,755,710
+7.2%
84,271
-1.1%
0.80%
-3.5%
Q3 2022$5,370,000
-1.7%
85,210
-0.6%
0.83%
+0.1%
Q2 2022$5,462,000
-18.6%
85,710
-1.4%
0.83%
-6.9%
Q1 2022$6,714,000
-13.4%
86,886
-4.4%
0.89%
-6.1%
Q4 2021$7,750,000
+7.3%
90,893
-0.3%
0.95%
-2.5%
Q3 2021$7,223,000
-1.1%
91,206
+1.1%
0.97%
-1.8%
Q2 2021$7,302,000
+2.9%
90,232
-0.3%
0.99%
-4.0%
Q1 2021$7,093,000
+6.8%
90,505
-1.6%
1.03%
-5.8%
Q4 2020$6,643,000
+19.7%
91,988
+296.3%
1.09%
-2.3%
Q3 2020$5,552,000
+6.5%
23,212
-0.2%
1.12%
+0.1%
Q2 2020$5,212,000
+23.3%
23,268
-1.8%
1.12%
+10.1%
Q1 2020$4,226,000
-28.5%
23,683
-4.6%
1.02%
-9.9%
Q4 2019$5,913,000
+3.8%
24,833
-2.4%
1.13%
-2.7%
Q3 2019$5,694,000
-3.3%
25,438
-2.3%
1.16%
-3.5%
Q2 2019$5,889,000
+2.5%
26,026
-0.7%
1.20%
-2.8%
Q1 2019$5,744,000
+8.3%
26,218
-5.5%
1.24%
+2.7%
Q4 2018$5,303,000
+2751.1%
27,730
+3366.2%
1.20%
+1348.2%
Q3 2018$186,000
-97.2%
800
-97.3%
0.08%
-94.1%
Q2 2018$6,604,000
+0.1%
29,379
-2.8%
1.40%
-1.2%
Q1 2018$6,599,000
+0.7%
30,224
-0.5%
1.41%
+2.5%
Q4 2017$6,555,000
+5.5%
30,373
-1.1%
1.38%
-0.6%
Q3 2017$6,216,000
-0.6%
30,716
-3.4%
1.39%
-2.3%
Q2 2017$6,252,000
+2.4%
31,798
-0.6%
1.42%
-1.5%
Q1 2017$6,107,000
+2.4%
31,990
-2.3%
1.44%
-0.6%
Q4 2016$5,966,000
+9522.6%
32,745
+9123.9%
1.45%
+16022.2%
Q3 2016$62,000
-98.9%
355
-98.9%
0.01%
-99.4%
Q2 2016$5,516,000
+5.1%
32,620
+1.1%
1.54%
-18.3%
Q1 2016$5,247,000
-2.5%
32,270
-3.5%
1.89%
-8.4%
Q4 2015$5,383,000
+1.5%
33,442
-1.0%
2.06%
-8.7%
Q3 2015$5,305,000
-7.1%
33,768
+0.3%
2.26%
+4.4%
Q2 2015$5,709,000
+0.2%
33,679
+1.4%
2.16%
-1.3%
Q1 2015$5,697,000
+9.8%
33,216
+2.2%
2.19%
+4.9%
Q4 2014$5,188,000
+15.5%
32,489
+9.6%
2.09%
+2.6%
Q3 2014$4,490,000
-3.4%
29,649
+0.2%
2.04%
-9.5%
Q2 2014$4,646,000
+0.9%
29,580
-1.8%
2.25%
-7.1%
Q1 2014$4,605,000
+1.4%
30,111
-0.4%
2.42%
-2.5%
Q4 2013$4,542,000
+10.5%
30,241
+2.4%
2.49%
-2.9%
Q3 2013$4,109,000
+5.9%
29,540
-1.9%
2.56%
-3.9%
Q2 2013$3,880,00030,1142.66%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 321,469$26,016,0007.81%
Broadview Financial Management, LLC 112,808$9,130,0006.88%
Pensionmark Financial Group, LLC 340,856$27,586,0006.31%
Sterling Financial Planning, Inc. 115,597$9,355,0006.08%
Willis Johnson & Associates, Inc. 440,494$35,649,0005.05%
SRS Capital Advisors, Inc. 447,189$36,191,0004.93%
Hudson Capital Management LLC 149,830$11,894,0004.93%
Salomon & Ludwin, LLC 337,052$27,278,0004.28%
First Citizens Financial Corp 67,206$5,439,0004.11%
Ifrah Financial Services, Inc. 166,674$13,489,0003.86%
View complete list of ISHARES TR shareholders