Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 382 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$262,665
-3.7%
3,6360.0%0.04%
-4.5%
Q2 2023$272,700
+4.9%
3,6360.0%0.04%
-2.2%
Q1 2023$260,010
+4.7%
3,6360.0%0.04%
-2.2%
Q4 2022$248,339
+8.4%
3,6360.0%0.05%
-6.1%
Q3 2022$229,000
-1.3%
3,6360.0%0.05%
+2.1%
Q2 2022$232,000
-17.4%
3,6360.0%0.05%
-5.9%
Q1 2022$281,000
-14.1%
3,636
-5.3%
0.05%
-15.0%
Q4 2021$327,000
+13.5%
3,840
+5.6%
0.06%
-1.6%
Q3 2021$288,000
-9.7%
3,636
-7.6%
0.06%
-9.0%
Q2 2021$319,000
+3.6%
3,9360.0%0.07%
+1.5%
Q1 2021$308,000
-45.8%
3,936
-50.0%
0.07%0.0%
Q4 2020$568,000
+141.7%
7,872
+700.0%
0.07%
+1.5%
Q3 2020$235,000
+6.8%
9840.0%0.06%
-4.4%
Q2 2020$220,000
+25.0%
9840.0%0.07%0.0%
Q1 2020$176,000
-24.8%
9840.0%0.07%
-23.6%
Q4 2019$234,000
+1.3%
984
-4.8%
0.09%
-4.3%
Q3 2019$231,000
-6.5%
1,034
-5.2%
0.09%
-7.0%
Q2 2019$247,000
+3.3%
1,0910.0%0.10%
-3.8%
Q1 2019$239,000
+14.4%
1,0910.0%0.10%
-7.1%
Q4 2018$209,000
-47.2%
1,091
-35.7%
0.11%
-38.5%
Q3 2018$396,000
-2.5%
1,698
-6.0%
0.18%
-9.9%
Q2 2018$406,000
+56.8%
1,806
+52.3%
0.20%
+26.2%
Q1 2018$259,000
+1.2%
1,1860.0%0.16%
+2.6%
Q4 2017$256,000
-17.2%
1,186
-22.3%
0.16%
-22.4%
Q3 2017$309,000
-13.7%
1,526
-16.1%
0.20%
-14.8%
Q2 2017$358,000
+76.4%
1,819
+71.3%
0.24%
+68.6%
Q1 2017$203,000
+5.2%
1,0620.0%0.14%
+2.2%
Q4 2016$193,000
-2.5%
1,062
-6.1%
0.14%
-17.0%
Q3 2016$198,000
+407.7%
1,131
+387.5%
0.16%
+400.0%
Q2 2016$39,000
+2.6%
2320.0%0.03%
-5.7%
Q1 2016$38,000
+2.7%
2320.0%0.04%
+6.1%
Q4 2015$37,000
+2.8%
2320.0%0.03%
+3.1%
Q3 2015$36,000
-7.7%
2320.0%0.03%
+3.2%
Q2 2015$39,000
-2.5%
2320.0%0.03%
-3.1%
Q1 2015$40,000
+8.1%
2320.0%0.03%
+18.5%
Q4 2014$37,0002320.03%
Other shareholders
ISHARES TR shareholders Q4 2016
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