Moser Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Moser Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,682
-3.7%
8400.0%0.04%
+2.4%
Q2 2023$63,000
+9.8%
8400.0%0.04%
-2.3%
Q4 2022$57,372
+8.2%
8400.0%0.04%
+4.9%
Q3 2022$53,000
-1.9%
8400.0%0.04%
+2.5%
Q2 2022$54,000
-16.9%
8400.0%0.04%
-2.4%
Q1 2022$65,000
-9.7%
8400.0%0.04%
-6.8%
Q4 2021$72,000
+7.5%
8400.0%0.04%
+2.3%
Q3 2021$67,000
-1.5%
8400.0%0.04%
-2.3%
Q2 2021$68,000
+3.0%
8400.0%0.04%
-4.3%
Q1 2021$66,000
+8.2%
8400.0%0.05%
+2.2%
Q4 2020$61,000
+22.0%
840
+300.0%
0.04%
+12.5%
Q3 2020$50,000
+6.4%
2100.0%0.04%
-11.1%
Q2 2020$47,000
+27.0%
2100.0%0.04%
+4.7%
Q1 2020$37,000
-26.0%
2100.0%0.04%
-10.4%
Q4 2019$50,0002100.05%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders