Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders