StrategIQ Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 566 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,256,399
+8.8%
15,860
-0.8%
0.14%
+6.0%
Q3 2023$1,154,878
-7.5%
15,987
-4.0%
0.13%
-5.6%
Q2 2023$1,248,501
+1.5%
16,647
-3.2%
0.14%0.0%
Q1 2023$1,229,640
+3.7%
17,195
-0.9%
0.14%
+3.6%
Q4 2022$1,185,616
+7.3%
17,359
-1.0%
0.14%
-2.1%
Q3 2022$1,105,000
-1.7%
17,534
-0.6%
0.14%
+2.9%
Q2 2022$1,124,000
-18.4%
17,635
-1.0%
0.14%
-9.3%
Q1 2022$1,377,000
-11.8%
17,817
-2.7%
0.15%
-3.8%
Q4 2021$1,561,000
+6.9%
18,313
-0.7%
0.16%
-46.2%
Q3 2021$1,460,000
+5.8%
18,433
+8.1%
0.29%
+6.2%
Q2 2021$1,380,000
-4.3%
17,051
-7.4%
0.27%
-9.9%
Q1 2021$1,442,000
-2.8%
18,405
-10.4%
0.30%
-8.7%
Q4 2020$1,483,000
+12.5%
20,540
+272.8%
0.33%
+0.6%
Q3 2020$1,318,000
+4.1%
5,509
-2.5%
0.33%
-3.2%
Q2 2020$1,266,000
+95.4%
5,649
+55.5%
0.34%
+69.7%
Q1 2020$648,0003,6320.20%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 353,079$60,557,00015.41%
Capital Directions Investment Advisors, LLC 230,237$38,949,00012.86%
LVZ, Inc. 65,564$11,245,0006.54%
Simplicity Solutions, LLC 29,562$5,070,0006.01%
FIRST MERCHANTS CORP 105,032$18,014,0005.56%
AFFINITY WEALTH MANAGEMENT LLC 52,842$9,063,0005.33%
Perkins Coie Trust Co 39,951$6,852,0005.27%
Concorde Asset Management, LLC 26,063$4,470,0005.10%
FIRST HAWAIIAN BANK 161,991$27,783,0004.48%
Capital Advisors, Ltd. LLC 48,564$8,329,0004.32%
View complete list of ISHARES TR shareholders