Merit Financial Group, LLC - 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
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 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