Alpha Omega Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Alpha Omega Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$245,000
+2.1%
3,028
-0.2%
0.04%
-2.6%
Q3 2021$240,000
-2.0%
3,0330.0%0.04%
-2.5%
Q2 2021$245,000
+3.4%
3,033
+0.4%
0.04%
-2.4%
Q1 2021$237,000
+8.7%
3,0200.0%0.04%
+10.8%
Q4 2020$218,000
+20.4%
3,020
+277.5%
0.04%
-51.9%
Q2 2019$181,000
+3.4%
8000.0%0.08%
-2.5%
Q1 2019$175,000
+14.4%
8000.0%0.08%
+2.6%
Q4 2018$153,000
-17.7%
8000.0%0.08%
-7.2%
Q3 2018$186,000
+3.3%
8000.0%0.08%
-5.7%
Q2 2018$180,000
+2.9%
8000.0%0.09%0.0%
Q1 2018$175,000
+1.2%
8000.0%0.09%
+3.5%
Q4 2017$173,000
-6.0%
800
-12.0%
0.08%
-7.6%
Q3 2017$184,000
+17.2%
909
+13.6%
0.09%
+13.6%
Q2 2017$157,000
+2.6%
8000.0%0.08%
-1.2%
Q1 2017$153,000
+4.8%
8000.0%0.08%
+6.5%
Q4 2016$146,000
+1116.7%
800
+966.7%
0.08%
+670.0%
Q1 2016$12,000750.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders