Western Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$262,780
-0.1%
3,638
+3.8%
0.02%0.0%
Q2 2023$262,921
+6.5%
3,506
+1.6%
0.02%
-4.3%
Q1 2023$246,838
+4.8%
3,452
+0.1%
0.02%
-4.2%
Q4 2022$235,610
-45.8%
3,449
-49.9%
0.02%
-4.0%
Q3 2022$435,000
+44.5%
6,891
+46.7%
0.02%
+47.1%
Q2 2022$301,000
-24.0%
4,696
-8.4%
0.02%
-10.5%
Q1 2022$396,000
+68.5%
5,128
+85.6%
0.02%
-17.4%
Q4 2021$235,000
-18.4%
2,763
-22.9%
0.02%
-23.3%
Q2 2021$288,000
+26.9%
3,582
+23.7%
0.03%
-3.2%
Q1 2021$227,000
+9.1%
2,895
+0.6%
0.03%0.0%
Q4 2020$208,000
-20.6%
2,877
+110.6%
0.03%
-55.7%
Q4 2018$262,0001,3660.07%
Other shareholders
ISHARES TR shareholders Q4 2023
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