B. Riley Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 561 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$238,0000.0%1,332
+33.2%
0.02%
-30.6%
Q4 2019$238,000
-2.9%
1,000
-8.7%
0.04%
-16.3%
Q3 2019$245,000
-13.4%
1,095
-12.4%
0.04%0.0%
Q2 2019$283,000
+8.0%
1,250
+4.7%
0.04%
-4.4%
Q1 2019$262,000
-36.6%
1,194
-44.7%
0.04%
-48.3%
Q4 2018$413,000
-33.5%
2,160
-18.9%
0.09%
-43.1%
Q3 2018$621,000
+105.6%
2,665
+38.4%
0.15%
-64.3%
Q3 2015$302,000
-11.4%
1,926
-4.3%
0.43%
+57.9%
Q2 2015$341,000
+148.9%
2,012
+151.8%
0.27%
+163.1%
Q1 2015$137,000
-2.1%
799
-9.0%
0.10%
-10.4%
Q4 2014$140,000
+6.1%
8780.0%0.12%
+17.3%
Q3 2014$132,000
-47.0%
878
-44.7%
0.10%
-39.1%
Q2 2014$249,000
+19.7%
1,589
+16.9%
0.16%
+4.5%
Q1 2014$208,0001,3590.15%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders