Wambolt & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$304,891
+19.6%
4,464
+36.8%
0.12%
+25.8%
Q1 2022$255,000
-3.0%
3,263
+5.7%
0.09%
-2.1%
Q4 2021$263,000
+9.6%
3,087
+3.1%
0.10%
-1.0%
Q3 2021$240,000
-1.6%
2,9950.0%0.10%
-7.7%
Q2 2021$244,000
-44.3%
2,995
-45.5%
0.10%
-54.4%
Q1 2021$438,000
+8.7%
5,498
-1.4%
0.23%
-5.4%
Q4 2020$403,000
+21.0%
5,576
+300.0%
0.24%
-3.2%
Q3 2020$333,000
+6.7%
1,3940.0%0.25%
+1.6%
Q2 2020$312,000
+25.3%
1,3940.0%0.24%
-4.7%
Q1 2020$249,000
-25.0%
1,3940.0%0.26%
+1.6%
Q4 2019$332,000
+6.4%
1,3940.0%0.25%
-1.9%
Q3 2019$312,000
-16.4%
1,394
-15.4%
0.26%
-18.4%
Q2 2019$373,000
+2.2%
1,6480.0%0.32%
-4.8%
Q1 2019$365,000
+15.9%
1,6480.0%0.33%
-4.6%
Q4 2018$315,0001,6480.35%
Other shareholders
ISHARES TR shareholders Q3 2021
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