Soltis Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,146,664
+1.9%
29,716
+5.8%
0.28%
+12.7%
Q2 2023$2,107,047
+5.8%
28,094
+0.9%
0.24%
-3.2%
Q1 2023$1,991,176
+1.2%
27,845
-3.3%
0.25%
-2.3%
Q4 2022$1,967,589
+11.5%
28,808
+2.9%
0.26%
-2.3%
Q3 2022$1,764,000
-0.2%
27,985
+0.9%
0.26%
+3.1%
Q2 2022$1,767,000
-36.6%
27,722
-23.2%
0.26%
-33.8%
Q1 2022$2,789,000
-5.7%
36,089
+4.1%
0.39%
-7.0%
Q4 2021$2,957,000
+9.8%
34,681
+1.9%
0.42%0.0%
Q3 2021$2,694,000
-1.3%
34,021
+0.8%
0.42%
-3.7%
Q2 2021$2,730,000
+58.3%
33,737
+53.3%
0.43%
+37.5%
Q1 2021$1,725,000
+108.8%
22,006
+92.3%
0.32%
+105.9%
Q4 2020$826,000
+36.1%
11,444
+350.7%
0.15%
+7.0%
Q3 2020$607,000
+93.3%
2,539
+81.2%
0.14%
+76.5%
Q2 2020$314,000
+3.0%
1,401
-17.9%
0.08%
-14.7%
Q1 2020$305,0001,7070.10%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders