Rise Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rise Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,402
-66.4%
449
-65.1%
0.03%
-65.3%
Q2 2023$96,576
+5.1%
1,288
+0.2%
0.08%
+8.7%
Q1 2023$91,874
+5.0%
1,285
+0.3%
0.07%
-1.4%
Q4 2022$87,507
+8.0%
1,281
+0.2%
0.07%
+4.5%
Q3 2022$81,0000.0%1,278
+0.4%
0.07%
-18.3%
Q2 2022$81,000
-11.0%
1,273
+7.7%
0.08%0.0%
Q1 2022$91,000
-99.9%
1,182
-4.1%
0.08%
-18.0%
Q4 2021$105,033,0001,2320.10%
Other shareholders
ISHARES TR shareholders Q1 2022
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