Schneider Downs Wealth Management Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 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 Q1 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders