Strategic Wealth Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategic Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$329,742
+96598.5%
4,5480.0%0.05%0.0%
Q2 2023$341
+6.9%
4,5480.0%0.05%
-5.8%
Q1 2023$319
+2.9%
4,5480.0%0.05%
-21.2%
Q4 2022$310
-99.9%
4,548
+7.5%
0.07%
+6.5%
Q3 2022$267,000
-1.1%
4,2300.0%0.06%
+3.3%
Q2 2022$270,000
-6.9%
4,230
+12.5%
0.06%
+9.1%
Q1 2022$290,000
-9.4%
3,7590.0%0.06%0.0%
Q4 2021$320,000
+7.4%
3,759
-0.1%
0.06%
-3.5%
Q3 2021$298,000
-27.1%
3,762
-27.9%
0.06%
-30.5%
Q1 2021$409,000
+6.8%
5,216
-1.7%
0.08%
+1.2%
Q4 2020$383,000
+20.8%
5,308
+300.0%
0.08%
+5.2%
Q3 2020$317,000
+5.7%
1,327
-0.7%
0.08%
+2.7%
Q2 2020$300,000
+15.4%
1,337
-8.3%
0.08%
-1.3%
Q1 2020$260,000
-33.5%
1,458
-11.3%
0.08%
-18.3%
Q4 2019$391,000
+18.1%
1,643
+11.2%
0.09%
+2.2%
Q3 2019$331,000
-0.9%
1,4780.0%0.09%
-7.1%
Q2 2019$334,000
+15.6%
1,478
+12.0%
0.10%
+4.3%
Q1 2019$289,000
+9.5%
1,320
-4.3%
0.09%
-6.9%
Q4 2018$264,000
-96.2%
1,380
+4500.0%
0.10%
-32.7%
Q3 2018$6,988,000
+3.6%
300.0%0.15%
+12.8%
Q2 2018$6,743,000
-48.6%
30
-50.0%
0.13%
-34.5%
Q1 2018$13,106,000600.20%
Other shareholders
ISHARES TR shareholders Q3 2023
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