Avion Wealth - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avion Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5
-16.7%
800.0%0.00%
-50.0%
Q2 2023$6
+20.0%
800.0%0.00%
+100.0%
Q1 2023$50.0%800.0%0.00%
-50.0%
Q4 2022$5
-99.9%
800.0%0.00%0.0%
Q3 2022$5,0000.0%800.0%0.00%0.0%
Q2 2022$5,000
-16.7%
800.0%0.00%0.0%
Q1 2022$6,000
-14.3%
800.0%0.00%0.0%
Q4 2021$7,000
+16.7%
800.0%0.00%0.0%
Q3 2021$6,0000.0%800.0%0.00%0.0%
Q2 2021$6,0000.0%800.0%0.00%0.0%
Q1 2021$6,0000.0%800.0%0.00%0.0%
Q4 2020$6,000
+20.0%
80
+300.0%
0.00%0.0%
Q3 2020$5,000
+25.0%
200.0%0.00%
+100.0%
Q2 2020$4,0000.0%200.0%0.00%
-50.0%
Q1 2020$4,000200.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders