LWS Wealth Advisors, Inc. - 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
LWS Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$638,000
-5.3%
8,834
-1.7%
0.28%
-1.8%
Q2 2023$674,000
+7.3%
8,990
+2.3%
0.28%
+10.1%
Q1 2023$628,000
-0.2%
8,787
-4.6%
0.26%
-2.3%
Q4 2022$629,409
+0.5%
9,215
-7.3%
0.26%
+10.0%
Q3 2022$626,000
+8.7%
9,938
+10.0%
0.24%
-11.4%
Q2 2022$576,000
-14.3%
9,038
+3.9%
0.27%
-5.2%
Q1 2022$672,000
-8.6%
8,701
+0.9%
0.29%
-5.0%
Q4 2021$735,000
+7.8%
8,623
+0.1%
0.30%
+0.7%
Q3 2021$682,000
-1.7%
8,617
+0.5%
0.30%
-2.9%
Q2 2021$694,000
-18.9%
8,571
-21.6%
0.31%
-20.6%
Q1 2021$856,000
-30.0%
10,928
-35.4%
0.39%
-29.3%
Q4 2020$1,222,000
+21.5%
16,925
+302.5%
0.55%
+11.1%
Q3 2020$1,006,000
+4.8%
4,205
-1.8%
0.49%
-1.8%
Q2 2020$960,000
-6.3%
4,284
-25.5%
0.50%
-24.6%
Q1 2020$1,025,000
-54.0%
5,747
-38.6%
0.67%
-41.9%
Q4 2019$2,229,0009,3601.15%
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