Kozak & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,140,899
-6.8%
16,008
-1.8%
0.42%
-15.4%
Q2 2023$1,224,617
+5.3%
16,298
+0.2%
0.49%
-5.4%
Q1 2023$1,162,935
+104858.0%
16,263
+0.3%
0.52%
-5.3%
Q4 2022$1,108
-99.9%
16,220
+0.3%
0.55%
-16.9%
Q3 2022$1,051,000
+1.0%
16,176
-1.0%
0.66%
-4.3%
Q2 2022$1,041,000
-14.3%
16,336
+0.4%
0.69%
-10.8%
Q1 2022$1,214,0000.0%16,2690.0%0.78%0.0%
Q4 2021$1,214,000
-14.6%
16,269
+0.2%
0.78%
-7.5%
Q3 2021$1,421,000
+12.8%
16,242
+0.4%
0.84%
-13.8%
Q4 2020$1,260,00016,1810.97%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders