Alpha Omega Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 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 Q1 2022
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