Fulcrum Capital 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
Fulcrum Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$8,626,000
+11.3%
101,173
+3.3%
1.87%
+0.9%
Q3 2021$7,753,000
+0.1%
97,904
+2.2%
1.86%
-4.6%
Q2 2021$7,749,000
+12.5%
95,754
+9.0%
1.94%
-1.6%
Q1 2021$6,885,000
+9.8%
87,854
+1.2%
1.98%
+5.3%
Q4 2020$6,270,000
+22.8%
86,824
+306.9%
1.88%
+1.6%
Q3 2020$5,104,000
+6.0%
21,339
-0.7%
1.85%
+1.2%
Q2 2020$4,813,000
+107.5%
21,484
+65.3%
1.82%
+73.2%
Q1 2020$2,319,000
-59.5%
12,994
-46.0%
1.05%
-40.7%
Q4 2019$5,732,000
+6.4%
24,072
+0.0%
1.78%
-3.5%
Q3 2019$5,389,000
+124.1%
24,071
+126.5%
1.84%
+109.1%
Q2 2019$2,405,000
+3.3%
10,6280.0%0.88%0.0%
Q1 2019$2,329,000
+9.6%
10,628
-4.4%
0.88%
-8.1%
Q4 2018$2,125,000
-22.4%
11,113
-5.5%
0.96%
-10.3%
Q3 2018$2,738,000
+121.3%
11,755
+113.5%
1.07%
+80.7%
Q2 2018$1,237,0005,5050.59%
Other shareholders
ISHARES TR shareholders Q1 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