Peachtree Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Peachtree Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$145,836
-5.4%
2,019
-1.8%
0.07%
+5.7%
Q2 2023$154,108
+5.0%
2,055
+0.1%
0.07%
-23.9%
Q1 2023$146,744
-7.8%
2,052
-11.9%
0.09%
-5.2%
Q4 2022$159,092
+8.2%
2,329
+0.1%
0.10%
-2.0%
Q3 2022$147,000
-0.7%
2,3260.0%0.10%
+7.6%
Q2 2022$148,000
-17.8%
2,326
+0.1%
0.09%
+10.8%
Q1 2022$180,000
-16.3%
2,324
-7.6%
0.08%
-7.8%
Q4 2021$215,000
-1.4%
2,516
-8.5%
0.09%
-15.9%
Q3 2021$218,000
-8.8%
2,751
-6.8%
0.11%
-8.5%
Q2 2021$239,000
+3.5%
2,951
+0.1%
0.12%
-12.0%
Q1 2021$231,000
+8.5%
2,9480.0%0.13%
+7.3%
Q4 2020$213,000
-3.2%
2,948
+220.8%
0.12%
-17.9%
Q3 2020$220,000
-15.1%
919
-20.4%
0.15%
-29.1%
Q2 2020$259,000
+5.3%
1,155
-16.4%
0.21%
-13.4%
Q1 2020$246,000
-33.3%
1,381
-10.8%
0.25%
-3.5%
Q4 2019$369,000
+7.0%
1,548
+0.3%
0.26%
-7.3%
Q3 2019$345,000
-13.3%
1,543
-12.4%
0.28%
-12.1%
Q2 2019$398,000
+0.3%
1,761
-2.8%
0.31%
-6.6%
Q1 2019$397,000
+9.1%
1,812
-4.7%
0.34%
-18.9%
Q4 2018$364,0001,9010.41%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders