Merit Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$339,202
-3.9%
4,695
-0.2%
0.01%0.0%
Q2 2023$352,815
+8.9%
4,704
+3.8%
0.01%
-8.3%
Q1 2023$324,020
+0.9%
4,531
-3.6%
0.01%0.0%
Q4 2022$321,065
+8.5%
4,701
+0.0%
0.01%
-7.7%
Q3 2022$296,000
+11.7%
4,700
+13.0%
0.01%
+62.5%
Q2 2022$265,000
-17.4%
4,1600.0%0.01%
-57.9%
Q1 2022$321,000
-9.6%
4,1600.0%0.02%
-45.7%
Q4 2021$355,000
+7.9%
4,160
+0.0%
0.04%
+2.9%
Q3 2021$329,000
-2.4%
4,1590.0%0.03%
+6.2%
Q2 2021$337,000
-9.4%
4,159
-12.3%
0.03%
-17.9%
Q1 2021$372,000
+8.5%
4,7430.0%0.04%
+18.2%
Q4 2020$343,000
+13.6%
4,743
+275.5%
0.03%
+17.9%
Q3 2020$302,000
+11.9%
1,263
+4.6%
0.03%
+3.7%
Q2 2020$270,000
-10.3%
1,207
-28.4%
0.03%
-20.6%
Q1 2020$301,000
-31.6%
1,685
-8.9%
0.03%
-12.8%
Q4 2019$440,0001,8490.04%
Other shareholders
ISHARES TR shareholders Q4 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