Wambolt & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders