S.A. Mason LLC - 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
S.A. Mason LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$96,513
+1.0%
1,3360.0%0.07%
+1.4%
Q2 2023$95,5370.0%1,3360.0%0.07%0.0%
Q1 2023$95,537
+4.7%
1,3360.0%0.07%0.0%
Q4 2022$91,249
+8.6%
1,3360.0%0.07%
+4.5%
Q3 2022$84,000
-1.2%
1,3360.0%0.07%
+6.5%
Q2 2022$85,000
-17.5%
1,3360.0%0.06%
-3.1%
Q1 2022$103,000
-9.6%
1,3360.0%0.06%
-7.2%
Q4 2021$114,000
+7.5%
1,3360.0%0.07%
-1.4%
Q3 2021$106,000
-1.9%
1,3360.0%0.07%
-5.4%
Q2 2021$108,000
+2.9%
1,3360.0%0.07%
-5.1%
Q1 2021$105,000
+9.4%
1,3360.0%0.08%
-2.5%
Q4 2020$96,0001,3360.08%
Other shareholders
ISHARES TR shareholders Q4 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