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

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders