N.E.W. Advisory Services 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
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 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders