StrategIQ 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
StrategIQ Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
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