CRA Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
CRA Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$420,437
-3.7%
5,8200.0%0.12%
-1.7%
Q2 2023$436,500
+4.5%
5,820
-0.3%
0.12%
-4.8%
Q1 2023$417,618
-6.2%
5,840
-10.4%
0.12%
-15.1%
Q4 2022$445,316
+8.1%
6,520
-0.3%
0.15%
-1.4%
Q3 2022$412,000
-1.2%
6,540
-0.2%
0.15%
+3.5%
Q2 2022$417,000
-19.3%
6,550
-2.1%
0.14%
-8.3%
Q1 2022$517,000
-7.5%
6,692
+2.0%
0.16%
-6.0%
Q4 2021$559,000
-1.1%
6,560
-8.0%
0.17%
-13.1%
Q3 2021$565,000
-7.7%
7,131
-5.6%
0.19%
-10.3%
Q2 2021$612,000
+3.4%
7,556
+0.0%
0.21%
-7.0%
Q1 2021$592,000
+7.2%
7,555
-1.2%
0.23%
-1.3%
Q4 2020$552,000
+20.8%
7,643
+299.9%
0.23%
+6.4%
Q3 2020$457,000
+5.3%
1,911
-1.2%
0.22%
-4.8%
Q2 2020$434,000
+25.8%
1,9350.0%0.23%
+3.6%
Q1 2020$345,000
-25.2%
1,9350.0%0.22%
-12.3%
Q4 2019$461,000
+6.2%
1,935
-0.1%
0.25%
-4.2%
Q3 2019$434,000
-3.6%
1,937
-2.5%
0.26%
-2.6%
Q2 2019$450,000
+3.4%
1,987
+0.1%
0.27%
-4.6%
Q1 2019$435,000
+15.1%
1,986
+0.5%
0.28%
+3.7%
Q4 2018$378,0001,9760.27%
Other shareholders
ISHARES TR shareholders Q1 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