Peak Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Peak Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$233,757
-6.2%
2,6200.0%0.06%
-3.4%
Q2 2023$249,136
-10.3%
2,620
-11.8%
0.06%
-14.7%
Q1 2023$277,869
+2.5%
2,9690.0%0.07%
-4.2%
Q4 2022$271,099
+10.7%
2,9690.0%0.07%
+1.4%
Q3 2022$245,000
+8.9%
2,969
+35.0%
0.07%
+34.6%
Q1 2022$225,000
-2.2%
2,2000.0%0.05%
-1.9%
Q4 2021$230,000
+4.1%
2,2000.0%0.05%
-1.9%
Q3 2021$221,000
-4.7%
2,2000.0%0.05%
-6.9%
Q2 2021$232,000
+4.5%
2,2000.0%0.06%
+7.4%
Q1 2021$222,000
-18.7%
2,200
+29.4%
0.05%
-34.9%
Q4 2019$273,000
+7.1%
1,7000.0%0.08%0.0%
Q3 2019$255,000
+0.8%
1,7000.0%0.08%0.0%
Q2 2019$253,000
+0.8%
1,7000.0%0.08%
-2.4%
Q1 2019$251,000
+12.1%
1,7000.0%0.08%
+1.2%
Q4 2018$224,000
-21.1%
1,7000.0%0.08%
-12.5%
Q3 2018$284,000
+2.2%
1,7000.0%0.10%
-5.0%
Q2 2018$278,000
+8.6%
1,7000.0%0.10%
+7.4%
Q1 2018$256,000
-1.9%
1,7000.0%0.09%
-1.1%
Q4 2017$261,000
+3.6%
1,7000.0%0.10%
+5.6%
Q3 2017$252,000
+5.9%
1,7000.0%0.09%
+2.3%
Q2 2017$238,000
+0.8%
1,7000.0%0.09%
-1.1%
Q1 2017$236,000
-0.8%
1,7000.0%0.09%
-6.3%
Q4 2016$238,000
-4.8%
1,700
-15.0%
0.10%
-9.5%
Q3 2016$250,000
+6.8%
2,0000.0%0.10%
+1.9%
Q2 2016$234,000
+3.1%
2,0000.0%0.10%
-4.6%
Q1 2016$227,000
+5.1%
2,0000.0%0.11%
+1.9%
Q4 2015$216,000
+2.9%
2,0000.0%0.11%
-5.4%
Q3 2015$210,000
-11.0%
2,0000.0%0.11%
-9.7%
Q2 2015$236,000
-0.8%
2,0000.0%0.12%
+5.1%
Q1 2015$238,000
+0.8%
2,0000.0%0.12%
-4.8%
Q4 2014$236,0002,0000.12%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders