Broadview Financial Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Broadview Financial Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,835,450
-4.9%
108,464
-1.3%
7.25%
+3.0%
Q2 2023$8,240,926
+4.0%
109,879
-0.8%
7.04%
+1.8%
Q1 2023$7,921,540
+5.6%
110,775
+0.8%
6.92%
+2.5%
Q4 2022$7,504,010
+6.4%
109,868
-1.8%
6.74%
-4.6%
Q3 2022$7,054,161
-1.9%
111,935
-0.8%
7.07%
+5.4%
Q2 2022$7,189,000
-14.3%
112,799
+3.8%
6.70%
+7.8%
Q1 2022$8,393,000
-9.4%
108,623
-0.0%
6.22%
-5.8%
Q4 2021$9,262,000
+5.9%
108,636
-1.6%
6.60%
-2.3%
Q3 2021$8,742,000
-4.2%
110,390
-2.1%
6.76%
-1.7%
Q2 2021$9,130,000
+1.0%
112,808
-2.2%
6.88%
-2.1%
Q1 2021$9,036,000
-0.6%
115,305
-8.4%
7.02%
+0.7%
Q4 2020$9,093,000
+10.5%
125,913
+266.0%
6.97%
+0.6%
Q3 2020$8,230,000
-3.7%
34,407
-9.8%
6.93%
+1.4%
Q2 2020$8,543,000
+7.4%
38,133
-14.5%
6.84%
-3.9%
Q1 2020$7,955,000
-23.3%
44,575
+2.4%
7.11%
-1.5%
Q4 2019$10,369,000
+5.4%
43,548
-0.9%
7.22%
-1.2%
Q3 2019$9,834,000
-1.5%
43,931
-0.4%
7.30%
-2.8%
Q2 2019$9,983,000
+2.2%
44,119
-1.0%
7.51%
-1.2%
Q1 2019$9,765,000
+14.7%
44,568
+0.1%
7.61%
+0.5%
Q4 2018$8,514,000
-10.7%
44,521
+8.7%
7.57%
-11.7%
Q3 2018$9,539,000
+2.8%
40,951
-0.8%
8.57%
-5.4%
Q2 2018$9,276,000
+1.1%
41,266
-1.8%
9.06%
-0.1%
Q1 2018$9,177,000
-1.5%
42,034
-2.7%
9.06%
+0.2%
Q4 2017$9,320,00043,1829.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders