Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$8,000
-11.1%
1200.0%0.01%0.0%
Q1 2022$9,000
-85.2%
120
-83.3%
0.01%
-86.1%
Q4 2021$61,000
-78.5%
720
-79.9%
0.04%
-72.3%
Q3 2021$284,000
-36.3%
3,584
-35.0%
0.13%
-33.3%
Q2 2021$446,000
+3.2%
5,511
+0.0%
0.20%
+5.4%
Q1 2021$432,000
+20.7%
5,510
+11.1%
0.18%
+10.8%
Q4 2020$358,000
+5.0%
4,960
+248.1%
0.17%
-16.5%
Q3 2020$341,000
+6.9%
1,425
+0.1%
0.20%
-1.0%
Q2 2020$319,000
+168.1%
1,424
+114.1%
0.20%
+134.9%
Q1 2020$119,000
-22.2%
665
+3.6%
0.09%
+17.8%
Q4 2019$153,0006420.07%
Other shareholders
ISHARES TR shareholders Q3 2023
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