Schneider Downs Wealth Management Advisors, LP - 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
Schneider Downs Wealth Management Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$478,614
-3.4%
5,4320.0%0.11%
-7.0%
Q1 2024$495,670
+15.2%
5,4320.0%0.11%
+1.8%
Q4 2023$430,323
+9.7%
5,4320.0%0.11%
+23.1%
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 Q2 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders