Jackson, Grant Investment Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 610 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$51,224
-3.3%
709
+0.3%
0.02%0.0%
Q2 2023$52,988
+5.1%
707
+0.3%
0.02%
+4.2%
Q1 2023$50,407
+5.0%
705
+0.3%
0.02%
+4.3%
Q4 2022$48,009
+9.1%
703
+0.3%
0.02%0.0%
Q3 2022$44,0000.0%701
+0.4%
0.02%
+4.5%
Q2 2022$44,000
-18.5%
698
+0.1%
0.02%
-4.3%
Q1 2022$54,000
-8.5%
697
+0.3%
0.02%
-23.3%
Q4 2021$59,000
+7.3%
695
+0.1%
0.03%
+25.0%
Q3 2021$55,000
-1.8%
694
+0.1%
0.02%
-4.0%
Q2 2021$56,000
+3.7%
693
+0.1%
0.02%0.0%
Q1 2021$54,000
+8.0%
6920.0%0.02%
-3.8%
Q4 2020$50,000
+22.0%
692
+300.0%
0.03%
+4.0%
Q3 2020$41,000
+5.1%
173
+0.6%
0.02%0.0%
Q2 2020$39,000
+25.8%
1720.0%0.02%
+8.7%
Q1 2020$31,000
-24.4%
172
+0.6%
0.02%
+4.5%
Q4 2019$41,000
+7.9%
1710.0%0.02%0.0%
Q3 2019$38,000
-2.6%
171
+0.6%
0.02%
-4.3%
Q2 2019$39,000
+5.4%
1700.0%0.02%
+4.5%
Q1 2019$37,000
+15.6%
170
+0.6%
0.02%0.0%
Q4 2018$32,000
-17.9%
169
+0.6%
0.02%
-8.3%
Q3 2018$39,000
+2.6%
1680.0%0.02%
-7.7%
Q2 2018$38,000
+2.7%
1680.0%0.03%0.0%
Q1 2018$37,000
+2.8%
1680.0%0.03%
+8.3%
Q4 2017$36,000
+5.9%
168
+0.6%
0.02%
-4.0%
Q3 2017$34,000
+3.0%
167
+0.6%
0.02%
-3.8%
Q2 2017$33,000
+3.1%
1660.0%0.03%0.0%
Q1 2017$32,000
+6.7%
1660.0%0.03%0.0%
Q4 2016$30,000
+3.4%
166
+0.6%
0.03%
+8.3%
Q3 2016$29,000
+3.6%
1650.0%0.02%
-4.0%
Q2 2016$28,000
+3.7%
165
+0.6%
0.02%0.0%
Q1 2016$27,000
+3.8%
164
+0.6%
0.02%0.0%
Q4 2015$26,0001630.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders