Centerpoint Advisors, 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
Centerpoint Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,799
-5.5%
80,281
-1.9%
2.46%
-1.2%
Q2 2023$6,135
+2.5%
81,804
-2.3%
2.49%
-4.5%
Q1 2023$5,986
+4.2%
83,714
-0.4%
2.60%
-3.3%
Q4 2022$5,743
-99.9%
84,081
-5.6%
2.69%
-9.7%
Q3 2022$5,611,000
-1.3%
89,037
-0.2%
2.98%
+2.9%
Q2 2022$5,684,000
-19.0%
89,187
-1.8%
2.90%
-9.8%
Q1 2022$7,021,000
-11.3%
90,863
-2.2%
3.21%
-7.6%
Q4 2021$7,917,000
+6.6%
92,861
-1.0%
3.48%
-1.8%
Q3 2021$7,424,000
-3.3%
93,755
-1.2%
3.54%
-2.0%
Q2 2021$7,680,000
+0.3%
94,896
-2.9%
3.62%
-19.7%
Q1 2021$7,659,000
+7.1%
97,724
-1.3%
4.50%
-3.2%
Q4 2020$7,153,000
+17.8%
99,042
+290.1%
4.65%
+1.8%
Q3 2020$6,072,000
-49.7%
25,386
-52.9%
4.57%
-53.2%
Q2 2020$12,078,000
+26.1%
53,916
+0.5%
9.77%
+2.6%
Q1 2020$9,577,000
-21.9%
53,663
+4.2%
9.52%
+5.5%
Q4 2019$12,259,000
+6.9%
51,486
+0.5%
9.03%
-1.0%
Q3 2019$11,466,000
+0.3%
51,217
+1.3%
9.12%
-0.2%
Q2 2019$11,435,000
-10.5%
50,535
-13.4%
9.14%
-15.8%
Q1 2019$12,779,000
+40.0%
58,323
+22.2%
10.85%
+25.4%
Q4 2018$9,126,000
-42.0%
47,725
-29.4%
8.66%
-30.5%
Q3 2018$15,744,000
+78.2%
67,589
+72.0%
12.46%
+68.5%
Q2 2018$8,834,000
-40.1%
39,300
-41.8%
7.39%
-42.4%
Q1 2018$14,739,000
-1.0%
67,506
-2.2%
12.84%
-2.5%
Q4 2017$14,894,00069,01013.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders