Beacon Pointe 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
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$661,954
+7.0%
9,163
+11.1%
0.01%
-20.0%
Q2 2023$618,410
-2.2%
8,245
-6.8%
0.01%
-9.1%
Q1 2023$632,593
+13.1%
8,846
+8.0%
0.01%0.0%
Q4 2022$559,179
+9.0%
8,187
+0.3%
0.01%0.0%
Q3 2022$513,000
+2.2%
8,160
+3.3%
0.01%0.0%
Q2 2022$502,000
-34.9%
7,898
-20.9%
0.01%0.0%
Q1 2022$771,000
+72.9%
9,981
+90.6%
0.01%
-8.3%
Q4 2021$446,000
+7.7%
5,236
+0.1%
0.01%
+20.0%
Q3 2021$414,000
-2.1%
5,2320.0%0.01%
-33.3%
Q2 2021$423,000
+14.3%
5,232
+10.6%
0.02%
-34.8%
Q1 2021$370,000
+8.5%
4,7300.0%0.02%0.0%
Q4 2020$341,000
+8.3%
4,730
+259.4%
0.02%
-23.3%
Q3 2020$315,0001,3160.03%
Other shareholders
ISHARES TR shareholders Q3 2023
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