Aprio Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,900
-3.7%
3,7500.0%0.07%
-3.9%
Q2 2023$281,250
+2.3%
3,750
-2.4%
0.08%
-9.4%
Q1 2023$274,884
+4.7%
3,8440.0%0.08%
-7.6%
Q4 2022$262,545
+8.5%
3,8440.0%0.09%
-5.2%
Q3 2022$242,0003,8440.10%
Other shareholders
ISHARES TR shareholders Q3 2023
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