9258 Wealth Management, LLC - 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
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,742,374
-22.7%
51,805
-19.8%
0.73%
-20.2%
Q2 2023$4,842,513
-38.9%
64,567
-41.8%
0.91%
-43.1%
Q1 2023$7,929,279
+16.5%
110,884
+11.3%
1.60%
+8.7%
Q4 2022$6,805,704
+635.8%
99,644
+578.9%
1.47%
+521.5%
Q3 2022$925,000
-1.2%
14,677
-0.0%
0.24%
-1.2%
Q2 2022$936,000
-17.5%
14,683
+0.0%
0.24%
-8.7%
Q1 2022$1,134,000
-9.0%
14,677
+0.4%
0.26%
-8.0%
Q4 2021$1,246,000
+14.0%
14,612
+5.9%
0.29%
-2.1%
Q3 2021$1,093,000
-2.1%
13,8000.0%0.29%
-3.0%
Q2 2021$1,117,000
+3.2%
13,8000.0%0.30%
-7.4%
Q1 2021$1,082,000
+8.5%
13,8000.0%0.32%0.0%
Q4 2020$997,000
+19.3%
13,8000.0%0.32%
+2.8%
Q3 2020$836,000
+2.2%
13,800
+278.1%
0.32%
-4.5%
Q2 2020$818,000
+11.6%
3,6500.0%0.33%
+2.8%
Q1 2020$733,000
-15.7%
3,6500.0%0.32%
+0.9%
Q4 2019$869,0003,6500.32%
Other shareholders
ISHARES TR shareholders Q4 2020
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