Grant/GrossMendelsohn, 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
Grant/GrossMendelsohn, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$442,000
+5.5%
6,5100.0%0.24%
+2.1%
Q2 2022$419,000
-21.2%
6,510
-5.9%
0.23%
-12.4%
Q1 2022$532,000
-6.3%
6,9200.0%0.27%
-40.8%
Q4 2021$568,000
-2.7%
6,9200.0%0.45%
-2.8%
Q3 2021$584,000
+7.6%
6,9200.0%0.46%
+0.7%
Q2 2021$543,000
-3.6%
6,9200.0%0.46%
+2.7%
Q1 2021$563,000
+6.8%
6,9200.0%0.45%
-13.7%
Q4 2020$527,0006,9200.52%
Other shareholders
ISHARES TR shareholders Q4 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