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

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
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