Soltis Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 688 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,904,310
-2.5%
32,962
+1.0%
0.31%
-7.8%
Q1 2024$2,978,346
+21.1%
32,639
+5.2%
0.33%
+20.2%
Q4 2023$2,458,421
+14.5%
31,033
+4.4%
0.28%
+0.4%
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 Q4 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders