CVA Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CVA Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$135,300
+4.9%
1,8040.0%0.03%
-3.4%
Q1 2023$129,004
+4.7%
1,8040.0%0.03%
-3.3%
Q4 2022$123,213
+8.1%
1,8040.0%0.03%
-3.2%
Q3 2022$114,000
-0.9%
1,8040.0%0.03%0.0%
Q2 2022$115,000
+47.4%
1,804
+79.7%
0.03%
+63.2%
Q1 2022$78,000
-9.3%
1,0040.0%0.02%
-9.5%
Q4 2021$86,000
+43.3%
1,004
+300.0%
0.02%
-51.2%
Q3 2021$60,000
-25.9%
251
-75.0%
0.04%
+87.0%
Q2 2021$81,000
+2.5%
1,0040.0%0.02%
-23.3%
Q1 2021$79,000
+8.2%
1,0040.0%0.03%
-33.3%
Q4 2020$73,000
+21.7%
1,004
+300.0%
0.04%
+4.7%
Q3 2020$60,000
+7.1%
2510.0%0.04%
-6.5%
Q2 2020$56,000
+24.4%
2510.0%0.05%0.0%
Q1 2020$45,0002510.05%
Other shareholders
ISHARES TR shareholders Q3 2022
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