9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders