Transform Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$285,005
-6.0%
3,935
-2.7%
0.03%
+11.1%
Q2 2023$303,300
+2.5%
4,044
-2.3%
0.03%
-3.6%
Q1 2023$295,909
+4.7%
4,1380.0%0.03%
-12.5%
Q4 2022$282,625
+8.3%
4,138
-0.2%
0.03%
-5.9%
Q3 2022$261,000
-1.1%
4,1450.0%0.03%
-12.8%
Q2 2022$264,000
-18.3%
4,145
-1.0%
0.04%
+8.3%
Q1 2022$323,000
-14.3%
4,185
-5.3%
0.04%
-7.7%
Q4 2021$377,000
+2.4%
4,417
-4.8%
0.04%
-7.1%
Q3 2021$368,000
-4.4%
4,641
-2.4%
0.04%
-10.6%
Q2 2021$385,0000.0%4,753
-3.3%
0.05%
-39.0%
Q1 2021$385,000
-1.3%
4,913
-9.0%
0.08%
-6.1%
Q4 2020$390,000
+10.5%
5,396
+266.1%
0.08%
+43.9%
Q3 2020$353,000
-26.6%
1,474
-31.4%
0.06%
-30.5%
Q2 2020$481,000
-48.2%
2,148
-58.7%
0.08%
-58.6%
Q1 2020$928,000
-14.5%
5,200
+14.1%
0.20%
+15.1%
Q4 2019$1,085,000
+26.6%
4,556
+19.0%
0.17%
+13.2%
Q3 2019$857,000
-1.8%
3,829
-0.8%
0.15%
+18.8%
Q2 2019$873,000
+4.8%
3,858
+1.5%
0.13%
-17.4%
Q1 2019$833,000
-23.2%
3,801
-33.0%
0.16%
-30.5%
Q4 2018$1,085,000
-17.4%
5,674
+0.6%
0.22%
-2.2%
Q3 2018$1,314,000
+10.7%
5,640
+6.8%
0.23%
+6.0%
Q2 2018$1,187,000
+5.5%
5,283
+2.5%
0.22%
+0.5%
Q1 2018$1,125,000
+4.8%
5,154
+3.7%
0.21%
+8.1%
Q4 2017$1,073,000
+3.4%
4,971
-3.1%
0.20%
-45.3%
Q3 2017$1,038,000
+10.5%
5,130
+4.3%
0.36%
+3.1%
Q1 2017$939,000
+11.8%
4,920
+6.7%
0.35%
+5.4%
Q4 2016$840,000
+12.1%
4,611
+7.6%
0.33%
+3.4%
Q3 2016$749,000
+11.1%
4,286
+7.5%
0.32%
+13.8%
Q2 2016$674,0003,9880.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders