Schneider Downs Wealth Management Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Schneider Downs Wealth Management Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$392,408
-5.9%
5,432
-2.3%
0.09%
-4.2%
Q2 2023$417,150
+4.9%
5,5620.0%0.10%
+15.9%
Q1 2023$397,739
-1.3%
5,562
-5.8%
0.08%
-6.8%
Q4 2022$403,107
+17.9%
5,902
+8.7%
0.09%
-12.0%
Q3 2022$342,000
-1.2%
5,4320.0%0.10%
+3.1%
Q2 2022$346,000
-17.6%
5,4320.0%0.10%
-9.3%
Q1 2022$420,000
-9.3%
5,4320.0%0.11%
-3.6%
Q4 2021$463,000
+7.7%
5,4320.0%0.11%0.0%
Q3 2021$430,000
-2.3%
5,4320.0%0.11%
-2.6%
Q2 2021$440,000
+3.3%
5,4320.0%0.11%
+9.6%
Q1 2021$426,000
+8.7%
5,4320.0%0.10%
-4.6%
Q4 2020$392,000
+20.6%
5,432
+300.0%
0.11%0.0%
Q3 2020$325,000
+6.9%
1,3580.0%0.11%
+4.8%
Q2 2020$304,000
+23.6%
1,358
-1.3%
0.10%
+15.6%
Q1 2020$246,000
-25.0%
1,3760.0%0.09%
-8.2%
Q4 2019$328,000
+6.5%
1,3760.0%0.10%
+2.1%
Q3 2019$308,000
-1.0%
1,3760.0%0.10%
-11.9%
Q2 2019$311,000
+2.0%
1,376
-1.1%
0.11%
-5.2%
Q1 2019$305,000
+17.3%
1,391
+2.4%
0.12%
+2.7%
Q4 2018$260,000
+7.0%
1,358
+30.2%
0.11%
-27.3%
Q3 2018$243,000
+3.8%
1,0430.0%0.15%
-0.6%
Q2 2018$234,000
-48.7%
1,043
-50.0%
0.16%
+20.2%
Q1 2018$456,000
+102.7%
2,086
+100.0%
0.13%
-0.8%
Q4 2017$225,000
+6.6%
1,0430.0%0.13%
-4.4%
Q3 2017$211,000
+2.9%
1,0430.0%0.14%
+0.7%
Q2 2017$205,0001,0430.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders