Platte River Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Platte River Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,758,394
-3.7%
24,3410.0%0.64%
+0.5%
Q2 2023$1,825,575
+4.9%
24,3410.0%0.64%
-4.2%
Q1 2023$1,740,625
-32.6%
24,341
-35.7%
0.67%
-38.8%
Q4 2022$2,583,516
+8.4%
37,8260.0%1.09%
+2.4%
Q3 2022$2,384,000
-2.8%
37,826
-1.7%
1.07%
+0.5%
Q2 2022$2,452,000
-17.5%
38,4750.0%1.06%
-2.2%
Q1 2022$2,973,000
-6.7%
38,475
-0.9%
1.08%
-0.6%
Q4 2021$3,188,000
-4.7%
38,805
-8.2%
1.09%
-11.9%
Q3 2021$3,346,000
-1.6%
42,253
+0.6%
1.24%
-4.1%
Q2 2021$3,399,000
-7.6%
42,002
-8.8%
1.29%
-14.6%
Q1 2021$3,679,000
-0.7%
46,048
-3.7%
1.51%
-5.4%
Q4 2020$3,706,000
+18.6%
47,808
+266.0%
1.60%
-0.7%
Q3 2020$3,124,000
-1.0%
13,062
-6.0%
1.61%
-7.4%
Q2 2020$3,154,000
-3.6%
13,894
-0.2%
1.74%
+1.0%
Q4 2019$3,273,00013,9241.72%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders