Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,804,460
-85.6%
52,459
-85.2%
0.75%
-85.3%
Q2 2023$26,510,979
+8.5%
353,480
+3.4%
5.13%
+0.7%
Q1 2023$24,442,137
+1033.5%
341,800
+982.7%
5.09%
+930.8%
Q4 2022$2,156,263
-90.5%
31,570
-91.2%
0.49%
-90.8%
Q3 2022$22,642,000
-10.0%
359,276
+2.9%
5.38%
+1.8%
Q2 2022$25,146,000
+1165.5%
349,053
+1257.7%
5.28%
+1181.8%
Q1 2022$1,987,000
-2.1%
25,709
-1.1%
0.41%
-3.1%
Q4 2021$2,030,000
-92.7%
26,008
-92.6%
0.42%
-93.2%
Q3 2021$27,721,000
+0.5%
350,058
+2.7%
6.27%
-0.6%
Q2 2021$27,586,000
-6.2%
340,856
-9.6%
6.31%
-10.9%
Q1 2021$29,405,000
+1374.7%
376,989
+1412.3%
7.08%
+1302.4%
Q4 2020$1,994,000
-89.7%
24,928
-69.1%
0.50%
-92.4%
Q3 2020$19,298,000
-1.3%
80,684
+1.9%
6.60%
-3.4%
Q2 2020$19,557,000
+51.6%
79,143
+9.5%
6.84%
+14.2%
Q1 2020$12,904,000
-15.9%
72,308
+12.3%
5.99%
+0.2%
Q4 2019$15,336,000
+4078.7%
64,407
+3827.3%
5.98%
+3710.2%
Q3 2019$367,000
-98.3%
1,640
-98.3%
0.16%
-98.3%
Q2 2019$21,054,000
+8.1%
96,017
+8.0%
9.29%
+4.7%
Q1 2019$19,484,000
+4710.9%
88,929
+4536.5%
8.87%
+4773.1%
Q4 2018$405,0001,9180.18%
Other shareholders
ISHARES TR shareholders Q4 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