Northeast Financial Consultants Inc - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 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
Northeast Financial Consultants Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293,584
-3.7%
4,0640.0%0.02%
-5.3%
Q2 2023$304,800
+4.9%
4,0640.0%0.02%0.0%
Q1 2023$290,617
+4.7%
4,0640.0%0.02%0.0%
Q4 2022$277,571
+8.4%
4,0640.0%0.02%0.0%
Q3 2022$256,000
-1.2%
4,0640.0%0.02%
+5.6%
Q2 2022$259,000
-17.5%
4,0640.0%0.02%0.0%
Q1 2022$314,000
-9.2%
4,0640.0%0.02%
-14.3%
Q4 2021$346,000
+7.5%
4,0640.0%0.02%0.0%
Q3 2021$322,000
-2.1%
4,0640.0%0.02%
-4.5%
Q2 2021$329,000
+3.5%
4,0640.0%0.02%
-8.3%
Q1 2021$318,000
+8.2%
4,0640.0%0.02%0.0%
Q4 2020$294,000
+21.0%
4,064
+300.0%
0.02%
+9.1%
Q3 2020$243,000
+6.6%
1,0160.0%0.02%0.0%
Q2 2020$228,000
-8.4%
1,016
-2.7%
0.02%0.0%
Q4 2019$249,000
+9.7%
1,044
+2.8%
0.02%
-4.3%
Q3 2019$227,000
-1.3%
1,0160.0%0.02%
-4.2%
Q2 2019$230,000
+3.1%
1,0160.0%0.02%
-4.0%
Q1 2019$223,0001,0160.02%
Other shareholders
ISHARES TR shareholders Q2 2021
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