Kowal Investment Group, 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
Kowal Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$242,005
-3.7%
3,3500.0%0.06%
-3.0%
Q2 2023$251,251
+5.1%
3,350
+0.2%
0.07%
-1.5%
Q1 2023$239,064
+5.0%
3,343
+0.2%
0.07%0.0%
Q4 2022$227,756
+8.5%
3,335
+0.1%
0.07%
-4.2%
Q3 2022$210,000
-0.5%
3,331
+0.5%
0.07%
+2.9%
Q2 2022$211,000
-17.3%
3,313
+0.2%
0.07%
-11.5%
Q1 2022$255,000
-9.3%
3,305
+0.2%
0.08%
-6.0%
Q4 2021$281,000
+19.6%
3,299
+11.4%
0.08%
+12.2%
Q3 2021$235,000
-1.7%
2,962
+0.1%
0.07%
-14.0%
Q2 2021$239,000
+3.0%
2,958
+0.1%
0.09%
-8.5%
Q1 2021$232,000
+2.2%
2,955
+0.1%
0.09%
-10.5%
Q4 2020$227,0002,9510.10%
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