Wolff Financial Management 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
Wolff Financial Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204
-12.8%
2,830
-13.4%
0.07%
-14.6%
Q1 2023$234
-15.5%
3,269
-19.4%
0.08%
-19.6%
Q4 2022$277
-99.9%
4,055
-53.5%
0.10%
-59.4%
Q3 2022$549,000
-2.3%
8,716
-1.2%
0.25%
+0.4%
Q2 2022$562,000
-17.5%
8,8180.0%0.25%
-7.4%
Q1 2022$681,000
-9.3%
8,818
+0.1%
0.27%
-4.9%
Q4 2021$751,000
+7.1%
8,808
-1.5%
0.28%
-11.5%
Q1 2021$701,000
+8.5%
8,9400.0%0.32%
-5.3%
Q4 2020$646,000
+19.9%
8,940
+296.6%
0.34%
+5.9%
Q3 2020$539,000
+6.9%
2,254
+0.1%
0.32%
-0.3%
Q2 2020$504,000
+25.7%
2,251
+0.3%
0.32%
+5.9%
Q1 2020$401,000
-26.2%
2,245
-1.5%
0.30%
-15.8%
Q4 2019$543,000
+5.6%
2,279
-0.8%
0.36%
-4.0%
Q3 2019$514,000
-3.0%
2,297
-1.9%
0.38%
-8.1%
Q2 2019$530,000
+3.3%
2,341
+0.1%
0.41%
-4.2%
Q1 2019$513,000
+14.8%
2,339
+0.2%
0.43%
-2.1%
Q4 2018$447,0002,3350.44%
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