Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 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 Q1 2023
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