SVA Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$474,000
+12.6%
6,570
+273.1%
0.04%
-2.4%
Q3 2020$421,000
-7.1%
1,761
-12.9%
0.04%
-12.5%
Q2 2020$453,000
+0.7%
2,022
-19.8%
0.05%
-7.7%
Q1 2020$450,000
-24.5%
2,522
+0.8%
0.05%
-5.5%
Q4 2019$596,000
+6.4%
2,5010.0%0.06%0.0%
Q3 2019$560,000
+3.1%
2,501
+4.2%
0.06%
+3.8%
Q2 2019$543,000
+3.2%
2,4010.0%0.05%
+3.9%
Q1 2019$526,000
+14.6%
2,4010.0%0.05%
-1.9%
Q4 2018$459,000
-6.7%
2,401
+13.6%
0.05%
+4.0%
Q3 2018$492,000
+3.6%
2,1140.0%0.05%
-2.0%
Q2 2018$475,000
+5.6%
2,114
-4.9%
0.05%
-8.9%
Q1 2018$450,000
-6.2%
2,2230.0%0.06%0.0%
Q4 2017$480,000
+6.7%
2,2230.0%0.06%0.0%
Q3 2017$450,000
+3.0%
2,2230.0%0.06%
-1.8%
Q2 2017$437,000
+3.1%
2,2230.0%0.06%
-1.7%
Q1 2017$424,000
+4.7%
2,2230.0%0.06%
-3.3%
Q4 2016$405,000
+4.4%
2,2230.0%0.06%0.0%
Q3 2016$388,000
+3.2%
2,2230.0%0.06%
-1.6%
Q2 2016$376,000
+4.2%
2,2230.0%0.06%
+1.7%
Q1 2016$361,000
+7.1%
2,223
+6.2%
0.06%
+3.4%
Q4 2015$337,000
+2.4%
2,0930.0%0.06%
-4.9%
Q3 2015$329,000
-7.3%
2,0930.0%0.06%
-6.2%
Q2 2015$355,000
-1.1%
2,0930.0%0.06%
-1.5%
Q1 2015$359,000
+7.5%
2,0930.0%0.07%
-45.5%
Q4 2014$334,000
+5.4%
2,0930.0%0.12%
-10.4%
Q3 2014$317,000
-3.6%
2,0930.0%0.14%
-4.3%
Q2 2014$329,000
+2.8%
2,0930.0%0.14%
-6.6%
Q1 2014$320,000
+1.9%
2,0930.0%0.15%
-19.3%
Q4 2013$314,0002,0930.19%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders