Independent Advisor Alliance - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,007,721
-1.3%
13,950
+2.5%
0.05%
+2.2%
Q2 2023$1,020,618
+41.2%
13,608
+34.6%
0.04%
+28.6%
Q1 2023$722,962
+56.1%
10,110
+49.1%
0.04%
-78.0%
Q4 2022$463,049
+11.0%
6,780
+2.5%
0.16%
+562.5%
Q3 2022$417,000
+62.3%
6,615
+86.2%
0.02%
+41.2%
Q4 2020$257,000
+17.4%
3,5520.0%0.02%0.0%
Q3 2020$219,000
-86.8%
3,552
-48.8%
0.02%
-76.4%
Q4 2019$1,653,0006,9420.07%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders