IFG Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$352,303
+0.9%
4,876
-0.1%
0.03%
-9.1%
Q1 2023$348,988
+100183.9%
4,880
-4.4%
0.03%
-5.7%
Q4 2022$348
-99.9%
5,102
-53.5%
0.04%
-44.4%
Q3 2022$692,000
+113.6%
10,982
+115.4%
0.06%
+85.3%
Q2 2022$324,000
-26.2%
5,098
-10.3%
0.03%
-22.7%
Q1 2022$439,000
-18.1%
5,684
-9.7%
0.04%
-15.4%
Q4 2021$536,000
+5.1%
6,294
-2.4%
0.05%
-5.5%
Q3 2021$510,000
-48.6%
6,450
-47.4%
0.06%
-50.0%
Q2 2021$992,000
-8.6%
12,262
-11.5%
0.11%
-18.5%
Q1 2021$1,085,000
+1.5%
13,850
-6.5%
0.14%
-8.8%
Q4 2020$1,069,000
-14.1%
14,814
+184.7%
0.15%
-26.4%
Q3 2020$1,244,000
-15.0%
5,203
-20.4%
0.20%
-23.9%
Q2 2020$1,464,000
+24.7%
6,536
-0.7%
0.26%
+0.8%
Q1 2020$1,174,000
-40.1%
6,579
-20.1%
0.26%
-26.8%
Q4 2019$1,960,000
+0.9%
8,232
-5.1%
0.36%
-5.0%
Q3 2019$1,942,000
-72.8%
8,675
-82.3%
0.38%
-71.9%
Q3 2018$7,131,000
+13.0%
49,117
+8.5%
1.34%
+3.4%
Q2 2018$6,308,000
+19.5%
45,250
+16.7%
1.30%
+10.5%
Q1 2018$5,280,000
-19.1%
38,765
-19.6%
1.17%
-20.1%
Q4 2017$6,526,00048,2171.47%
Other shareholders
ISHARES TR shareholders Q3 2023
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