Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders