Stordahl Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stordahl Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,247,849
+3.0%
31,116
+7.0%
0.68%
+7.9%
Q2 2023$2,181,930
+3.0%
29,092
-1.7%
0.63%
-2.5%
Q1 2023$2,117,416
+4.4%
29,610
-0.3%
0.64%
-2.9%
Q4 2022$2,027,912
+7.6%
29,691
-0.7%
0.66%
-2.5%
Q3 2022$1,885,000
-2.3%
29,903
-1.2%
0.68%
-7.0%
Q2 2022$1,929,000
-16.7%
30,265
+1.0%
0.73%
-14.7%
Q1 2022$2,315,000
-9.1%
29,961
+0.2%
0.86%
-9.5%
Q4 2021$2,548,000
+6.3%
29,890
-1.3%
0.95%
-0.8%
Q3 2021$2,398,000
-2.6%
30,280
-0.5%
0.96%
-4.2%
Q2 2021$2,462,000
-0.6%
30,425
-3.8%
1.00%
-4.5%
Q1 2021$2,478,000
+6.9%
31,614
-1.5%
1.04%
-0.6%
Q4 2020$2,318,000
+29.4%
32,092
+328.7%
1.05%
+13.4%
Q3 2020$1,791,000
+6.5%
7,486
-0.2%
0.93%
-0.6%
Q2 2020$1,681,000
+31.7%
7,504
-2.3%
0.93%
+18.3%
Q1 2020$1,276,000
-33.7%
7,678
-5.0%
0.79%
+1.4%
Q4 2019$1,924,000
+5.7%
8,079
-0.7%
0.78%
+7.0%
Q3 2019$1,821,000
-4.5%
8,135
-2.8%
0.73%
-1.8%
Q2 2019$1,906,000
-0.2%
8,368
-1.2%
0.74%
-4.6%
Q1 2019$1,910,000
+16.4%
8,471
-1.3%
0.78%
-3.4%
Q4 2018$1,641,000
-9.8%
8,581
+0.3%
0.80%
-1.1%
Q3 2018$1,819,000
-8.7%
8,552
-3.5%
0.81%
-9.3%
Q2 2018$1,993,000
+1.9%
8,866
-1.0%
0.90%
-3.8%
Q1 2018$1,955,000
-0.4%
8,957
-1.5%
0.93%
-0.3%
Q4 2017$1,963,0009,0930.93%
Other shareholders
ISHARES TR shareholders Q3 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