Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$10,297
+4.7%
1440.0%0.00%
-20.0%
Q4 2022$9,835
-1.6%
1440.0%0.01%0.0%
Q3 2022$10,000
+11.1%
1440.0%0.01%0.0%
Q2 2022$9,000
-18.2%
1440.0%0.01%
-16.7%
Q1 2022$11,000
-8.3%
1440.0%0.01%0.0%
Q4 2021$12,000
+9.1%
1440.0%0.01%
-14.3%
Q3 2021$11,000
-8.3%
1440.0%0.01%
-12.5%
Q2 2021$12,000
+9.1%
1440.0%0.01%
-11.1%
Q1 2021$11,000
+10.0%
1440.0%0.01%0.0%
Q4 2020$10,0001440.01%
Other shareholders
ISHARES TR shareholders Q2 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