Meridian Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Meridian Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,155,208
+23.2%
29,834
+27.9%
0.13%
-10.8%
Q2 2023$1,749,675
-42.8%
23,329
-45.4%
0.15%
-44.6%
Q1 2023$3,056,545
+0.5%
42,743
-4.0%
0.27%
-10.4%
Q4 2022$3,041,884
+8.7%
44,537
+0.3%
0.30%
-1.0%
Q3 2022$2,799,000
-1.3%
44,413
-0.2%
0.30%
+29.7%
Q2 2022$2,837,000
-13.9%
44,517
+4.4%
0.23%
-35.6%
Q1 2022$3,295,000
-9.7%
42,643
-0.4%
0.36%
-7.7%
Q4 2021$3,650,000
+8.1%
42,812
+0.4%
0.39%
-6.5%
Q3 2021$3,377,000
-2.1%
42,6400.0%0.42%
-5.2%
Q2 2021$3,451,000
+3.4%
42,640
+0.1%
0.44%
-9.5%
Q1 2021$3,337,000
+8.4%
42,581
-0.1%
0.49%
-0.6%
Q4 2020$3,079,000
+396.6%
42,635
+1541.1%
0.49%
+221.7%
Q3 2020$620,000
+141.2%
2,598
+125.9%
0.15%
+76.7%
Q2 2020$257,000
-14.6%
1,150
-9.3%
0.09%
-40.7%
Q4 2019$301,000
+8.7%
1,268
+2.6%
0.14%
+11.5%
Q3 2019$277,000
-90.1%
1,2360.0%0.13%
+15.0%
Q2 2019$2,798,000
+936.3%
1,236
+0.2%
0.11%
-8.1%
Q1 2019$270,000
+14.9%
1,233
+0.2%
0.12%
-10.9%
Q4 2018$235,000
-23.9%
1,230
-10.5%
0.14%
-4.8%
Q2 2018$309,0001,3750.14%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders