Wolff Financial Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 718 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$260
+15.0%
2,855
+0.2%
0.08%
+8.6%
Q4 2023$226
+10.8%
2,850
+0.7%
0.07%0.0%
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 Q2 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders