Signature Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Signature Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,112
-3.7%
6,3000.0%0.44%
+1.6%
Q2 2023$472,500
+4.9%
6,3000.0%0.44%
+4.8%
Q1 2023$450,513
+4.7%
6,3000.0%0.42%
-1.4%
Q4 2022$430,290
+8.4%
6,3000.0%0.42%
-3.0%
Q3 2022$397,000
-1.0%
6,3000.0%0.44%
+6.3%
Q2 2022$401,000
-17.7%
6,3000.0%0.41%
-1.0%
Q1 2022$487,000
-9.3%
6,3000.0%0.42%
-8.8%
Q4 2021$537,000
+7.6%
6,3000.0%0.46%
+0.7%
Q3 2021$499,000
-2.2%
6,3000.0%0.45%
-2.4%
Q2 2021$510,000
+3.2%
6,3000.0%0.46%
-2.3%
Q1 2021$494,000
+8.6%
6,3000.0%0.47%
+4.2%
Q4 2020$455,0006,3000.46%
Other shareholders
ISHARES TR shareholders Q3 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