Connecticut Wealth Management, 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
Connecticut Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$216,720
-8.3%
3,000
-4.8%
0.02%
-6.2%
Q2 2023$236,400
+10.2%
3,152
+5.1%
0.02%0.0%
Q1 2023$214,530
+4.7%
3,0000.0%0.02%
-5.9%
Q4 2022$204,900
-15.0%
3,000
-20.6%
0.02%
-19.0%
Q2 2022$241,000
+3.9%
3,780
+26.0%
0.02%
+16.7%
Q1 2022$232,000
-10.8%
3,000
-1.7%
0.02%
-10.0%
Q4 2021$260,000
-9.7%
3,051
-16.0%
0.02%
-20.0%
Q3 2021$288,000
-0.7%
3,631
+1.4%
0.02%
-3.8%
Q2 2021$290,000
-66.1%
3,580
-65.9%
0.03%
-71.4%
Q4 2020$855,000
+288.6%
10,505
+1041.8%
0.09%
+279.2%
Q3 2020$220,000
-69.7%
920
-80.3%
0.02%
-73.3%
Q2 2020$725,000
+34.8%
4,673
+55.1%
0.09%
+12.5%
Q1 2020$538,000
-37.4%
3,013
-16.6%
0.08%
-15.8%
Q4 2019$860,000
+25.0%
3,612
+17.5%
0.10%
+11.8%
Q3 2019$688,000
-1.1%
3,0750.0%0.08%
-1.2%
Q2 2019$696,0003,0750.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders