PFG Advisors - 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
PFG Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,598,857
-4.4%
22,133
-0.7%
0.14%
+13.4%
Q2 2023$1,671,718
+13.0%
22,290
+7.7%
0.13%
+2.4%
Q1 2023$1,480,008
-3.8%
20,697
-8.1%
0.12%
-17.9%
Q4 2022$1,538,763
+31.2%
22,529
+21.0%
0.15%
+12.7%
Q3 2022$1,173,000
+16.9%
18,615
+58.2%
0.13%
+35.4%
Q4 2021$1,003,000
-0.9%
11,764
-8.0%
0.10%
-11.6%
Q3 2021$1,012,000
-2.7%
12,782
-0.5%
0.11%
-5.9%
Q2 2021$1,040,000
+3.2%
12,851
-0.1%
0.12%
-7.8%
Q1 2021$1,008,000
+8.5%
12,8640.0%0.13%
-17.8%
Q4 2020$929,000
+12.1%
12,864
+290.8%
0.16%
-1.3%
Q3 2020$829,000
+6.8%
3,292
-4.5%
0.16%
-9.1%
Q2 2020$776,000
+17.2%
3,447
-0.4%
0.18%
-1.7%
Q1 2020$662,000
-49.5%
3,460
-37.1%
0.18%
-44.7%
Q4 2019$1,311,000
+3.3%
5,505
-5.3%
0.32%
-8.0%
Q3 2019$1,269,000
-6.5%
5,813
-1.1%
0.35%
-5.1%
Q2 2019$1,357,000
-5.6%
5,879
-7.5%
0.37%
-15.8%
Q1 2019$1,438,000
+5.6%
6,359
+0.4%
0.44%
+2.6%
Q4 2018$1,362,000
+510.8%
6,336
+499.4%
0.43%
+146.8%
Q3 2018$223,0001,0570.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders