RKL 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
RKL Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$876,252
-11.7%
12,130
-8.4%
0.11%
-8.5%
Q2 2023$992,830
+2.9%
13,238
-1.9%
0.12%
-4.1%
Q1 2023$964,613
+4.9%
13,489
+0.2%
0.12%
-0.8%
Q4 2022$919,288
+8.9%
13,459
+0.5%
0.12%
+0.8%
Q3 2022$844,000
-1.9%
13,388
-0.8%
0.12%
+3.4%
Q2 2022$860,000
-29.7%
13,495
-14.7%
0.12%
-19.7%
Q1 2022$1,223,000
-6.3%
15,822
+3.4%
0.15%
-5.2%
Q4 2021$1,305,000
+7.9%
15,301
+0.3%
0.16%
+0.6%
Q3 2021$1,209,000
+3.6%
15,260
+5.9%
0.15%
+4.8%
Q2 2021$1,167,000
+6.7%
14,414
+3.2%
0.15%0.0%
Q1 2021$1,094,000
+12.0%
13,962
+3.2%
0.15%
+8.1%
Q4 2020$977,000
+74.5%
13,523
+477.9%
0.14%
+52.8%
Q3 2020$560,000
+7.1%
2,340
+0.1%
0.09%
-1.1%
Q2 2020$523,0002,3370.09%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders