Marietta Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Marietta Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$810,533
-3.7%
11,2200.0%0.16%
+1.3%
Q2 2023$841,500
+4.9%
11,2200.0%0.16%
-6.5%
Q1 2023$802,342
+4.7%
11,2200.0%0.17%
-1.7%
Q4 2022$766,326
+8.4%
11,2200.0%0.17%
-1.7%
Q3 2022$707,000
-1.1%
11,2200.0%0.18%
+1.7%
Q2 2022$715,000
-17.5%
11,2200.0%0.17%
-4.4%
Q1 2022$867,000
-9.4%
11,2200.0%0.18%
-5.7%
Q4 2021$957,000
+7.6%
11,2200.0%0.19%
-1.0%
Q3 2021$889,000
-2.1%
11,2200.0%0.19%
-5.4%
Q2 2021$908,000
+3.3%
11,2200.0%0.20%
-6.4%
Q1 2021$879,000
+8.5%
11,2200.0%0.22%
-1.8%
Q4 2020$810,000
+20.7%
11,220
+300.0%
0.22%
+6.7%
Q3 2020$671,000
+6.8%
2,8050.0%0.21%
-2.8%
Q2 2020$628,000
+25.3%
2,8050.0%0.22%
+10.3%
Q1 2020$501,000
-25.0%
2,8050.0%0.20%
-11.4%
Q4 2019$668,000
+6.4%
2,8050.0%0.22%
-3.9%
Q3 2019$628,000
-1.1%
2,8050.0%0.23%
-7.3%
Q2 2019$635,000
+3.3%
2,8050.0%0.25%
-2.4%
Q1 2019$615,000
+14.7%
2,8050.0%0.25%
-1.2%
Q4 2018$536,000
-17.9%
2,8050.0%0.26%
-11.4%
Q3 2018$653,000
+3.5%
2,8050.0%0.29%
-6.2%
Q2 2018$631,000
+3.1%
2,8050.0%0.31%
-4.0%
Q1 2018$612,000
+1.2%
2,8050.0%0.32%
-2.1%
Q4 2017$605,000
+6.5%
2,8050.0%0.33%
+3.1%
Q3 2017$568,000
+2.9%
2,8050.0%0.32%
-5.1%
Q2 2017$552,0002,8050.34%
Other shareholders
ISHARES TR shareholders Q1 2020
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