Bedel Financial Consulting, Inc. - 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
Bedel Financial Consulting, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$11,000
-76.1%
140
-74.3%
0.00%
-78.6%
Q4 2021$46,000
+7.0%
5440.0%0.01%
-6.7%
Q3 2021$43,000
-2.3%
5440.0%0.02%0.0%
Q2 2021$44,000
-6.4%
544
-9.9%
0.02%
-16.7%
Q1 2021$47,000
+20.5%
604
+11.0%
0.02%
+5.9%
Q4 2020$39,000
+18.2%
544
+300.0%
0.02%
+6.2%
Q3 2020$33,000
+10.0%
1360.0%0.02%0.0%
Q2 2020$30,000
+25.0%
1360.0%0.02%0.0%
Q1 2020$24,000
-25.0%
1360.0%0.02%
-11.1%
Q4 2019$32,000
+6.7%
1360.0%0.02%0.0%
Q3 2019$30,000
-3.2%
1360.0%0.02%
-5.3%
Q2 2019$31,000
+40.9%
136
+34.7%
0.02%
+35.7%
Q1 2019$22,000
+15.8%
1010.0%0.01%0.0%
Q4 2018$19,000
-13.6%
1010.0%0.01%
-6.7%
Q3 2018$22,000
-4.3%
1010.0%0.02%
-11.8%
Q2 2018$23,000
+4.5%
1010.0%0.02%0.0%
Q1 2018$22,0001010.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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