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

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 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 Q3 2021
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