N.E.W. Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$230,121
-1.8%
3,218
-6.2%
0.03%
-10.8%
Q4 2022$234,270
+8.5%
3,4300.0%0.04%
-5.1%
Q3 2022$216,000
-4.0%
3,430
-2.8%
0.04%0.0%
Q2 2022$225,000
-46.0%
3,530
-33.5%
0.04%
-50.6%
Q1 2022$417,000
+40.4%
5,312
+52.6%
0.08%
+75.6%
Q4 2021$297,000
+7.6%
3,4800.0%0.04%0.0%
Q3 2021$276,000
-14.6%
3,480
-13.0%
0.04%
-16.7%
Q2 2021$323,000
-23.6%
4,000
-24.7%
0.05%
-31.6%
Q1 2021$423,000
-30.4%
5,312
-36.9%
0.08%
-38.3%
Q4 2020$608,0008,4200.13%
Other shareholders
ISHARES TR shareholders Q3 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