Mattern Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 610 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mattern Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$421,386
-3.7%
5,8330.0%0.12%
-3.1%
Q2 2023$437,485
-1.8%
5,833
-6.4%
0.13%
-13.5%
Q1 2023$445,517
+4.7%
6,2300.0%0.15%
-14.0%
Q4 2022$425,518
+1.8%
6,230
-6.0%
0.17%
+2.4%
Q3 2022$418,000
-1.2%
6,6300.0%0.17%
+1.2%
Q2 2022$423,000
-36.3%
6,630
-22.8%
0.17%
-23.5%
Q1 2022$664,000
-44.1%
8,589
-38.4%
0.22%
-37.8%
Q4 2021$1,188,000
+7.3%
13,939
-0.3%
0.35%
-6.2%
Q3 2021$1,107,000
+0.8%
13,9790.0%0.37%
+6.3%
Q2 2021$1,098,000
-17.9%
13,979
-18.1%
0.35%
-25.8%
Q1 2021$1,338,000
-32.9%
17,078
-38.2%
0.47%
-37.4%
Q4 2020$1,994,000
+83.6%
27,615
+508.0%
0.75%
+62.2%
Q3 2020$1,086,000
+71.3%
4,542
+60.6%
0.46%
+51.0%
Q2 2020$634,000
-44.8%
2,829
-56.0%
0.31%
-62.8%
Q1 2020$1,148,000
-1.8%
6,432
+31.1%
0.83%
+17.9%
Q4 2019$1,169,0004,9080.70%
Other shareholders
ISHARES TR shareholders Q4 2019
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