Relaxing Retirement Coach - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Relaxing Retirement Coach ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$291,000
+4.9%
3,8800.0%0.09%
-4.3%
Q1 2023$277,459
+4.7%
3,8800.0%0.09%
-6.1%
Q4 2022$265,004
+8.6%
3,8800.0%0.10%
-14.8%
Q3 2022$244,000
-1.2%
3,8800.0%0.12%
-8.0%
Q2 2022$247,000
-17.7%
3,8800.0%0.12%
-18.8%
Q1 2022$300,000
-9.4%
3,8800.0%0.15%
-18.9%
Q4 2021$331,000
+7.8%
3,8800.0%0.19%
-24.6%
Q3 2021$307,000
-2.2%
3,8800.0%0.25%
-5.6%
Q2 2021$314,000
+3.3%
3,8800.0%0.27%
-23.1%
Q1 2021$304,000
+8.6%
3,8800.0%0.35%
+13.4%
Q4 2020$280,000
-39.9%
3,880
+100.0%
0.31%
+50.7%
Q3 2020$466,000
+89.4%
1,940
+76.4%
0.20%
+17.3%
Q2 2020$246,000
+12.3%
1,100
-10.5%
0.17%
+28.1%
Q1 2020$219,000
-25.0%
1,2290.0%0.14%
+58.8%
Q4 2019$292,000
+4.3%
1,229
-1.7%
0.08%
-2.3%
Q3 2019$280,000
-2.8%
1,250
-1.7%
0.09%
-1.1%
Q2 2019$288,000
+3.6%
1,2720.0%0.09%
+1.1%
Q1 2019$278,000
+14.4%
1,2720.0%0.09%
+6.1%
Q4 2018$243,000
-17.6%
1,2720.0%0.08%
-6.8%
Q3 2018$295,000
+3.1%
1,2720.0%0.09%0.0%
Q2 2018$286,000
+2.9%
1,2720.0%0.09%0.0%
Q1 2018$278,000
-12.3%
1,272
-13.5%
0.09%
-14.6%
Q4 2017$317,0001,4700.10%
Other shareholders
ISHARES TR shareholders Q2 2021
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