Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$544,434
-35.6%
7,536
-33.1%
0.05%
-46.9%
Q2 2023$845,424
+9.0%
11,272
+3.9%
0.10%
+6.5%
Q1 2023$775,853
+4.8%
10,850
+0.1%
0.09%
-6.1%
Q4 2022$740,214
+8.5%
10,838
+0.1%
0.10%
-4.9%
Q3 2022$682,000
-2.0%
10,826
-0.9%
0.10%
-1.0%
Q2 2022$696,000
-17.4%
10,926
+0.1%
0.10%
-5.5%
Q1 2022$843,000
-9.3%
10,916
+0.2%
0.11%
-10.6%
Q4 2021$929,000
+7.8%
10,892
+0.1%
0.12%
-0.8%
Q3 2021$862,000
-2.0%
10,885
+0.1%
0.12%
+15.9%
Q2 2021$880,000
+42.2%
10,879
+37.6%
0.11%
+4.9%
Q1 2021$619,000
+16.6%
7,908
+7.5%
0.10%
-8.1%
Q4 2020$531,000
-99.9%
7,354
+311.1%
0.11%
-51.5%
Q3 2020$457,351,000
+12.0%
1,789
-1.2%
0.23%
+1.3%
Q2 2020$408,286,000
+26.4%
1,810
-0.1%
0.23%
+9.7%
Q1 2020$323,124,000
-27.6%
1,811
+0.1%
0.21%
-22.8%
Q4 2019$446,207,0001,8100.27%
Other shareholders
ISHARES TR shareholders Q3 2021
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