Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 537 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,072,014
+40.1%
14,840
+45.5%
0.04%
+44.8%
Q2 2023$765,063
-77.0%
10,201
-78.1%
0.03%
-78.8%
Q1 2023$3,327,451
+717.1%
46,531
+680.5%
0.14%
+661.1%
Q4 2022$407,234
+1.8%
5,962
-5.9%
0.02%
-14.3%
Q3 2022$400,000
+12.7%
6,339
+13.8%
0.02%
-12.5%
Q2 2022$355,000
-12.3%
5,572
+6.3%
0.02%
+4.3%
Q1 2022$405,000
-22.9%
5,244
-14.9%
0.02%
-17.9%
Q4 2021$525,000
+22.7%
6,162
+13.9%
0.03%
+12.0%
Q3 2021$428,000
+11.2%
5,408
+13.7%
0.02%
+8.7%
Q2 2021$385,000
+0.8%
4,757
-2.5%
0.02%
-11.5%
Q1 2021$382,000
-92.8%
4,878
-93.4%
0.03%
-93.4%
Q4 2020$5,316,000
+8.2%
73,604
+258.5%
0.40%
-7.3%
Q3 2020$4,911,000
+1464.0%
20,532
+1364.5%
0.43%
+1274.2%
Q2 2020$314,000
-10.0%
1,402
-28.2%
0.03%
-34.0%
Q1 2020$349,000
-15.5%
1,954
+12.6%
0.05%
+6.8%
Q4 2019$413,000
+3.0%
1,735
-3.2%
0.04%
-17.0%
Q3 2019$401,0000.0%1,793
+1.2%
0.05%
+1.9%
Q2 2019$401,000
-75.3%
1,771
-74.6%
0.05%
-78.9%
Q3 2018$1,626,000
+4.0%
6,982
+0.4%
0.25%
-30.6%
Q2 2018$1,563,000
+11.6%
6,955
+8.5%
0.36%
+0.3%
Q1 2018$1,400,000
+26.8%
6,412
+25.4%
0.36%
-14.9%
Q4 2017$1,104,0005,1150.42%
Other shareholders
ISHARES TR shareholders Q2 2019
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