Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,459,653
-3.7%
61,7330.0%1.82%
+2.1%
Q2 2023$4,630,039
+5.1%
61,733
+0.2%
1.78%
+0.1%
Q1 2023$4,406,581
+4.9%
61,623
+0.2%
1.78%
-0.1%
Q4 2022$4,199,457
+6.1%
61,485
-2.1%
1.78%
-1.6%
Q3 2022$3,957,000
-0.8%
62,792
+0.3%
1.81%
+4.9%
Q2 2022$3,989,000
-15.4%
62,606
+2.5%
1.72%
-3.6%
Q1 2022$4,717,000
-8.1%
61,055
+1.4%
1.79%
-4.0%
Q4 2021$5,132,000
+5.8%
60,202
-1.7%
1.86%
+5.1%
Q3 2021$4,849,000
-2.0%
61,239
+0.2%
1.77%
-7.9%
Q2 2021$4,948,000
+3.8%
61,147
+0.5%
1.92%
-2.8%
Q1 2021$4,768,000
+9.6%
60,842
+1.0%
1.98%
-1.1%
Q4 2020$4,350,000
+21.0%
60,242
+300.7%
2.00%
+0.9%
Q3 2020$3,596,000
+6.7%
15,036
-0.1%
1.98%
+5.8%
Q2 2020$3,370,000
+17.9%
15,044
-6.1%
1.87%
+0.7%
Q1 2020$2,859,000
-25.3%
16,021
-0.3%
1.86%
-0.5%
Q4 2019$3,828,000
+6.6%
16,076
+0.2%
1.87%
-4.9%
Q3 2019$3,590,000
-0.8%
16,037
+0.2%
1.97%
-4.0%
Q2 2019$3,620,000
+2.9%
16,000
-0.3%
2.05%
-1.3%
Q1 2019$3,517,000
+15.0%
16,054
+0.4%
2.08%
+4.5%
Q4 2018$3,058,00015,9951.99%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders