Aptus Capital 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
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,196
-3.7%
4180.0%0.00%0.0%
Q2 2023$31,350
+5.0%
418
+0.2%
0.00%0.0%
Q1 2023$29,843
+5.0%
417
+0.2%
0.00%0.0%
Q4 2022$28,413
+9.3%
416
+0.2%
0.00%0.0%
Q3 2022$26,0000.0%415
+0.5%
0.00%0.0%
Q2 2022$26,000
-18.8%
413
+0.2%
0.00%0.0%
Q1 2022$32,000
-8.6%
4120.0%0.00%0.0%
Q4 2021$35,000
+6.1%
412
+0.2%
0.00%0.0%
Q3 2021$33,000
+1000.0%
411
+756.2%
0.00%
Q4 2020$3,000
+50.0%
48
+300.0%
0.00%
Q3 2020$2,0000.0%120.0%0.00%
Q2 2020$2,0000.0%120.0%0.00%
Q1 2020$2,0000.0%120.0%0.00%
Q4 2019$2,000120.00%
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