Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 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 Q1 2019
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