LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$598,192
-4.2%
8,281
-0.5%
0.04%
+2.6%
Q2 2023$624,346
+1.8%
8,325
-2.9%
0.04%
-5.0%
Q1 2023$613,153
+14.0%
8,574
+8.9%
0.04%0.0%
Q4 2022$537,794
+25.4%
7,874
+15.6%
0.04%
-4.8%
Q3 2022$429,000
-2.7%
6,814
-1.5%
0.04%0.0%
Q2 2022$441,000
-17.6%
6,916
-0.1%
0.04%0.0%
Q1 2022$535,000
-26.8%
6,924
-19.2%
0.04%
-25.0%
Q4 2021$731,000
+7.8%
8,571
+0.0%
0.06%
-21.1%
Q3 2021$678,000
-8.6%
8,568
-6.6%
0.07%
+39.2%
Q2 2021$742,000
+20.3%
9,173
+16.5%
0.05%
+6.2%
Q1 2021$617,000
+5.8%
7,873
-2.5%
0.05%
+2.1%
Q4 2020$583,000
+26.2%
8,074
+317.7%
0.05%
+30.6%
Q3 2020$462,000
-8.3%
1,933
-14.1%
0.04%
-7.7%
Q2 2020$504,000
+14.8%
2,251
-8.3%
0.04%
-26.4%
Q1 2020$439,000
-71.5%
2,454
-41.5%
0.05%
-13.1%
Q4 2019$1,540,000
+61.3%
4,194
-1.7%
0.06%
-38.4%
Q3 2019$955,000
-6.8%
4,267
-5.8%
0.10%
-3.9%
Q2 2019$1,025,000
-1.4%
4,531
-4.5%
0.10%
-10.4%
Q1 2019$1,040,000
-8.8%
4,746
-20.4%
0.12%
-19.0%
Q4 2018$1,140,000
-21.1%
5,964
-3.9%
0.14%
-9.0%
Q3 2018$1,445,000
-45.4%
6,203
-47.3%
0.16%
-19.2%
Q2 2018$2,647,000
-60.5%
11,776
-61.6%
0.19%
-62.9%
Q1 2018$6,702,000
+4.2%
30,698
+3.0%
0.52%
+4.0%
Q4 2017$6,434,000
+5.8%
29,808
-0.8%
0.50%
-7.2%
Q3 2017$6,082,000
+10.8%
30,054
+3.1%
0.54%
-36.2%
Q2 2017$5,490,0000.0%29,1470.0%0.84%
+51.2%
Q1 2017$5,490,000
+4.9%
29,147
+1.5%
0.56%
-16.3%
Q4 2016$5,232,00028,7160.67%
Other shareholders
ISHARES TR shareholders Q4 2021
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