Monument Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Monument Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$220,000
-6.4%
920
-12.3%
0.12%
-15.9%
Q2 2020$235,000
-94.8%
1,049
-94.4%
0.14%
-94.0%
Q4 2019$4,496,000
+7.2%
18,883
+0.8%
2.29%
+0.8%
Q3 2019$4,193,000
+0.2%
18,731
+1.6%
2.28%
+0.8%
Q2 2019$4,185,000
+2.4%
18,445
-1.1%
2.26%
-3.0%
Q1 2019$4,086,000
+13.3%
18,647
-1.1%
2.32%
+3.3%
Q4 2018$3,605,000
-50.2%
18,852
-39.4%
2.25%
-9.7%
Q3 2018$7,246,000
+90.7%
31,118
+84.1%
2.49%
-5.5%
Q2 2018$3,800,000
-47.8%
16,906
-50.5%
2.64%
-47.1%
Q1 2018$7,280,000
+0.5%
34,181
+1.8%
4.98%
-2.6%
Q4 2017$7,243,00033,5625.11%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders