SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 653 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,729,971
+115.8%
19,634
+123.5%
0.17%
+98.8%
Q1 2024$801,615
+15.3%
8,785
+0.1%
0.08%
+10.4%
Q4 2023$695,249
-96.6%
8,776
-96.9%
0.08%
-97.0%
Q3 2023$20,656,186
-7.1%
285,938
-3.6%
2.57%
-9.4%
Q2 2023$22,240,565
-1.1%
296,541
-5.7%
2.84%
-4.6%
Q1 2023$22,482,386
+1.9%
314,395
-2.7%
2.98%
-2.6%
Q4 2022$22,072,741
+46863.3%
323,173
+43047.3%
3.05%
+43528.6%
Q3 2022$47,000
-2.1%
7490.0%0.01%0.0%
Q2 2022$48,000
-99.7%
749
-99.7%
0.01%
-99.7%
Q1 2022$17,390,000
-57.5%
225,052
-53.1%
2.32%
-55.3%
Q4 2021$40,892,000
+10.2%
479,614
+2.3%
5.18%
+2.2%
Q3 2021$37,115,000
+2.6%
468,689
+4.8%
5.08%
+2.9%
Q2 2021$36,191,000
+58272.6%
447,189
+51658.0%
4.93%
+54711.1%
Q4 2020$62,000
+3.3%
864
+242.9%
0.01%
-10.0%
Q3 2020$60,000
+7.1%
252
+0.4%
0.01%0.0%
Q2 2020$56,000
+24.4%
251
+0.4%
0.01%0.0%
Q1 2020$45,000
-58.7%
250
-45.5%
0.01%
-67.7%
Q4 2019$109,000
+6.9%
459
+0.7%
0.03%0.0%
Q3 2019$102,000
-1.0%
4560.0%0.03%
-8.8%
Q2 2019$103,000
+32.1%
456
+11.5%
0.03%
+9.7%
Q4 2018$78,000
-49.4%
409
-38.2%
0.03%
-50.0%
Q3 2018$154,0006620.06%
Other shareholders
ISHARES TR shareholders Q2 2021
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