CAHABA WEALTH MANAGEMENT, INC. - 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
CAHABA WEALTH MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$538,448
-4.3%
7,454
-0.6%
0.06%
-3.3%
Q2 2023$562,619
+5.0%
7,502
+0.1%
0.06%0.0%
Q1 2023$535,796
+4.9%
7,493
+0.1%
0.06%
-3.2%
Q4 2022$510,996
+8.0%
7,482
-0.5%
0.06%
-3.1%
Q3 2022$473,000
-1.3%
7,520
-0.1%
0.06%
-4.4%
Q2 2022$479,000
-10.8%
7,526
+0.1%
0.07%
-8.1%
Q1 2022$537,000
-16.1%
7,517
+0.1%
0.07%
-12.9%
Q4 2021$640,000
+4.6%
7,510
-3.0%
0.08%
-5.6%
Q3 2021$612,000
-3.0%
7,739
+0.1%
0.09%
-7.2%
Q2 2021$631,000
+4.3%
7,734
+0.1%
0.10%
+3.2%
Q1 2021$605,000
-40.3%
7,730
-40.6%
0.09%
-43.7%
Q4 2020$1,013,000
+4.2%
13,006
+220.0%
0.17%
-13.0%
Q3 2020$972,000
-28.4%
4,064
-28.5%
0.19%
-31.4%
Q2 2020$1,358,000
+25.6%
5,684
-6.2%
0.28%
+1.8%
Q1 2020$1,081,000
-43.3%
6,058
-24.4%
0.28%
-35.0%
Q4 2019$1,908,000
-3.5%
8,014
-9.3%
0.42%
-10.4%
Q3 2019$1,977,000
-0.4%
8,835
+0.7%
0.47%
-4.8%
Q2 2019$1,985,000
+3.2%
8,776
-0.1%
0.50%
-4.6%
Q1 2019$1,924,000
+18.6%
8,783
+3.5%
0.52%
+4.0%
Q4 2018$1,622,000
-4.7%
8,484
+15.1%
0.50%
-10.2%
Q3 2018$1,702,000
+20.4%
7,370
+20.4%
0.56%
+13.4%
Q2 2018$1,414,000
+194.6%
6,122
+171.6%
0.49%
+159.8%
Q1 2018$480,0002,2540.19%
Other shareholders
ISHARES TR shareholders Q4 2021
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