Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,144,806
-8.1%
29,690
-4.5%
0.06%
-6.5%
Q2 2023$2,332,752
+9.3%
31,104
+4.2%
0.06%
+5.1%
Q1 2023$2,134,675
+10.8%
29,851
+5.8%
0.06%0.0%
Q4 2022$1,926,533
+1.2%
28,207
-6.6%
0.06%
-11.9%
Q3 2022$1,903,000
+73.8%
30,191
+75.7%
0.07%
+81.1%
Q2 2022$1,095,000
-20.2%
17,182
-3.3%
0.04%
-7.5%
Q1 2022$1,373,000
-36.0%
17,774
-29.3%
0.04%
-35.5%
Q4 2021$2,144,000
+39.0%
25,137
+29.0%
0.06%
+26.5%
Q3 2021$1,542,000
+21.6%
19,480
+24.4%
0.05%
+22.5%
Q2 2021$1,268,000
+4.8%
15,663
+1.4%
0.04%
-11.1%
Q1 2021$1,210,000
-14.7%
15,440
-21.4%
0.04%
-21.1%
Q4 2020$1,419,000
+27.2%
19,656
+321.4%
0.06%
+7.5%
Q3 2020$1,116,000
+14.3%
4,665
+7.0%
0.05%
-1.9%
Q2 2020$976,000
+17.9%
4,358
-6.1%
0.05%0.0%
Q1 2020$828,000
-43.8%
4,640
-25.0%
0.05%
-30.8%
Q4 2019$1,474,000
+25.7%
6,189
+19.4%
0.08%
+8.3%
Q3 2019$1,173,0000.0%5,1820.0%0.07%0.0%
Q2 2019$1,173,000
-1.1%
5,182
-4.2%
0.07%
-13.3%
Q1 2019$1,186,000
+10.6%
5,412
-3.5%
0.08%
-11.7%
Q4 2018$1,072,000
-21.3%
5,606
-4.1%
0.09%
-5.1%
Q3 2018$1,362,000
+17.0%
5,847
+15.6%
0.10%
+11.2%
Q2 2018$1,164,000
-13.3%
5,058
-17.8%
0.09%
-16.8%
Q1 2018$1,343,000
-13.6%
6,150
-14.6%
0.11%
-21.3%
Q4 2017$1,555,000
-3.4%
7,203
-9.5%
0.14%
-26.1%
Q3 2017$1,610,000
-38.7%
7,957
-40.5%
0.18%
-46.2%
Q2 2017$2,627,000
-22.2%
13,362
-24.4%
0.34%
-30.2%
Q1 2017$3,376,000
+41.0%
17,683
+29.0%
0.49%
+8.9%
Q3 2016$2,394,000
+329.0%
13,703
+315.1%
0.45%
+254.3%
Q2 2016$558,000
+685.9%
3,301
+655.4%
0.13%
+568.4%
Q1 2016$71,000
-97.9%
437
-97.9%
0.02%
-98.2%
Q4 2015$3,320,000
+14334.8%
20,626
+13743.0%
1.07%
+15142.9%
Q3 2015$23,000
-34.3%
149
-27.0%
0.01%
-30.0%
Q2 2015$35,000
-90.6%
204
-90.5%
0.01%
-90.2%
Q1 2015$371,000
-65.8%
2,154
-68.2%
0.10%
-69.9%
Q4 2014$1,084,000
+8.9%
6,780
+3.2%
0.34%
-6.9%
Q3 2014$995,000
-1.1%
6,568
+2.6%
0.36%
-14.6%
Q2 2014$1,006,000
+9.9%
6,404
+7.0%
0.43%
-9.7%
Q1 2014$915,000
+1.8%
5,986
-0.1%
0.47%
+4.7%
Q4 2013$899,0005,9890.45%
Other shareholders
ISHARES TR shareholders Q3 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