Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,059,907
-4.5%
14,672
-0.9%
0.30%
+1.7%
Q2 2023$1,110,151
+2.9%
14,802
-1.9%
0.29%
-2.0%
Q1 2023$1,078,969
+5.0%
15,088
+0.3%
0.30%
-0.3%
Q4 2022$1,027,707
+13.7%
15,047
+4.9%
0.30%
+3.8%
Q3 2022$904,000
-2.8%
14,343
-1.7%
0.29%
+5.5%
Q2 2022$930,000
-17.3%
14,597
+0.2%
0.27%
-7.1%
Q1 2022$1,125,000
-5.4%
14,562
+4.4%
0.30%
-4.2%
Q4 2021$1,189,000
-2.1%
13,944
-4.3%
0.31%
-3.4%
Q3 2021$1,214,000
+8.2%
14,566
+5.1%
0.32%
+4.6%
Q2 2021$1,122,000
+0.8%
13,861
-2.4%
0.30%
-5.0%
Q1 2021$1,113,000
+3.2%
14,2070.0%0.32%
-0.3%
Q4 2020$1,079,000
-11.6%
14,207
+178.6%
0.32%
-26.3%
Q3 2020$1,220,000
+4.0%
5,099
-2.6%
0.44%
-0.5%
Q2 2020$1,173,000
+26.0%
5,234
+0.3%
0.44%
+10.9%
Q1 2020$931,000
-25.0%
5,2180.0%0.40%
-5.7%
Q4 2019$1,242,000
+1.7%
5,218
-4.3%
0.42%
-3.2%
Q3 2019$1,221,000
-19.3%
5,455
-18.4%
0.43%
-18.9%
Q2 2019$1,513,000
+1.8%
6,688
-1.4%
0.54%
-0.9%
Q1 2019$1,486,000
+14.7%
6,782
+0.1%
0.54%
+4.2%
Q4 2018$1,295,000
+42.0%
6,773
+73.0%
0.52%
+57.0%
Q3 2018$912,000
+3.9%
3,916
+0.2%
0.33%
+0.3%
Q2 2018$878,000
+2.9%
3,9080.0%0.33%
-0.9%
Q1 2018$853,000
-2.1%
3,908
-3.1%
0.33%
-4.0%
Q4 2017$871,000
+7.3%
4,034
+0.5%
0.35%
+2.1%
Q3 2017$812,000
+7.5%
4,015
+4.6%
0.34%
+1.8%
Q2 2017$755,000
+3.9%
3,840
+0.9%
0.33%
-3.8%
Q1 2017$727,000
+5.1%
3,806
+0.2%
0.35%
+6.1%
Q4 2016$692,000
+12.9%
3,800
+8.3%
0.33%
+12.0%
Q3 2016$613,000
+3.4%
3,5090.0%0.29%
-1.4%
Q2 2016$593,000
+4.2%
3,509
+0.2%
0.30%
+2.1%
Q1 2016$569,000
+1.4%
3,501
+0.5%
0.29%
-3.0%
Q4 2015$561,000
+2.7%
3,483
+0.2%
0.30%
+0.7%
Q3 2015$546,000
-7.1%
3,475
+0.2%
0.30%
-2.3%
Q2 2015$588,000
-1.0%
3,469
+0.2%
0.30%
+0.3%
Q1 2015$594,000
+7.8%
3,462
+0.3%
0.30%
+5.2%
Q4 2014$551,0003,4530.29%
Other shareholders
ISHARES TR shareholders Q1 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