TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31
-11.4%
432
-8.7%
0.01%
-15.4%
Q2 2023$35
+2.9%
4730.0%0.01%0.0%
Q1 2023$34
+13.3%
473
+9.5%
0.01%
+8.3%
Q4 2022$30
-99.9%
4320.0%0.01%
-7.7%
Q3 2022$27,000
-3.6%
4320.0%0.01%
+8.3%
Q2 2022$28,000
-15.2%
4320.0%0.01%0.0%
Q1 2022$33,000
-10.8%
4320.0%0.01%
-7.7%
Q4 2021$37,000
+105.6%
432
+86.2%
0.01%
+85.7%
Q3 2021$18,000
-5.3%
2320.0%0.01%
-12.5%
Q2 2021$19,000
+5.6%
2320.0%0.01%
-11.1%
Q1 2021$18,000
+5.9%
2320.0%0.01%0.0%
Q4 2020$17,000
+13.3%
232
+274.2%
0.01%0.0%
Q3 2020$15,000
+7.1%
620.0%0.01%0.0%
Q2 2020$14,000
+27.3%
620.0%0.01%
-10.0%
Q1 2020$11,000
-26.7%
620.0%0.01%
-9.1%
Q4 2019$15,000
+7.1%
62
-1.6%
0.01%0.0%
Q3 2019$14,000
-6.7%
63
-3.1%
0.01%
-8.3%
Q2 2019$15,000
+7.1%
650.0%0.01%0.0%
Q1 2019$14,000650.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders