INSPIRION WEALTH ADVISORS, 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
INSPIRION WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,892,333
-0.1%
206,151
+3.8%
2.90%
+1.7%
Q2 2023$14,900,084
+8.1%
198,668
+3.0%
2.86%
+3.3%
Q1 2023$13,786,472
+15.5%
192,791
+10.3%
2.76%
+9.4%
Q4 2022$11,933,203
+34.2%
174,717
+23.8%
2.53%
+26.0%
Q3 2022$8,894,000
+5.1%
141,126
+6.3%
2.01%
+8.0%
Q2 2022$8,463,000
+4.9%
132,802
+27.3%
1.86%
+12.5%
Q1 2022$8,064,000
+9.4%
104,359
+20.7%
1.65%
+6.2%
Q4 2021$7,372,000
+8.6%
86,461
+0.8%
1.55%
-0.5%
Q3 2021$6,791,000
-0.9%
85,755
+1.3%
1.56%
-7.5%
Q2 2021$6,854,000
+5.4%
84,687
+2.1%
1.69%
-2.0%
Q1 2021$6,502,000
+5.9%
82,968
-2.4%
1.72%
-0.3%
Q4 2020$6,142,000
+22.5%
85,050
+305.9%
1.73%
+0.4%
Q3 2020$5,012,000
+31.4%
20,955
+23.1%
1.72%
+15.0%
Q2 2020$3,813,000
+27.3%
17,020
+1.4%
1.50%
+1.3%
Q1 2020$2,995,000
-9.2%
16,784
+21.2%
1.48%
+32.7%
Q4 2019$3,299,000
+6.4%
13,8530.0%1.11%
-18.0%
Q3 2019$3,101,000
-2.9%
13,853
-1.8%
1.36%
-1.5%
Q2 2019$3,193,000
+3.3%
14,110
+0.0%
1.38%
+0.8%
Q1 2019$3,090,000
+14.4%
14,104
-0.1%
1.37%
+1.5%
Q4 2018$2,700,000
-30.8%
14,117
-15.7%
1.35%
-18.5%
Q3 2018$3,900,000
+3.6%
16,7440.0%1.65%
-6.7%
Q2 2018$3,764,000
+9.6%
16,744
+6.4%
1.77%
+5.7%
Q1 2018$3,434,000
+8.0%
15,730
+6.8%
1.68%
+8.7%
Q4 2017$3,179,000
+6.5%
14,730
-0.1%
1.54%
+2.0%
Q3 2017$2,984,000
+7.7%
14,745
+4.6%
1.51%
+0.6%
Q2 2017$2,771,000
+4.4%
14,094
+1.4%
1.50%
+0.1%
Q1 2017$2,654,000
+5.5%
13,904
+0.7%
1.50%
-5.8%
Q4 2016$2,515,000
+12.5%
13,804
+7.9%
1.60%
+10.0%
Q3 2016$2,236,000
+5.8%
12,799
+2.4%
1.45%
+4.9%
Q2 2016$2,114,000
+13.8%
12,499
+9.4%
1.38%
+6.1%
Q1 2016$1,858,000
+1.9%
11,424
+0.9%
1.30%
-2.7%
Q4 2015$1,823,000
+4.5%
11,324
+1.9%
1.34%
-2.9%
Q3 2015$1,745,000
-8.8%
11,109
-1.6%
1.38%
-2.6%
Q2 2015$1,913,000
-2.0%
11,284
-0.9%
1.42%
-9.9%
Q1 2015$1,952,000
+5.2%
11,384
-2.0%
1.57%
-8.6%
Q4 2014$1,855,00011,6181.72%
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